Dawn Santoriello

Advisor Details

Financial Advisor in Yardley, Pennsylvania

Personal Bio

Dawn Santoriello, CFP® is the founder and CEO of DS Financial
Strategies, a fee-based financial planning firm that develops
customized plans designed to maximize the efficiency of your
money. Located just outside Philadelphia, Dawn is focused on
empowering women, couples and entrepreneurs reach their financial goals with peace of mind and economic confidence across the U.S.

Dawn enters every client relationship with an entrepreneurial spirit
and converts this enterprising desire into tangible client results.
She utilizes a holistic approach to demystify the subject of wealth
accumulation for her clients. While Dawn has established and grown
many businesses over the years, her approach to connecting her client’s
life to both wellness and wealth has become her signature mark –
Releasing the 5 Biggest Money Blocks Holding You Back.

As a financial entrepreneur, speaker, and author, Dawn has refined her expertise and is able to quickly evaluate personal goals and provide relevant advice on how to meet financial needs. She is dedicated
to inspiring clients to pair their passions with understanding and to remove financial and emotional barriers that can be blinding to achieving their goals.

DS Financial Strategies offers fee-based financial planning and investment management. When you join DS Financial Strategies, you have access to a plethora of educational opportunities including access to a subscription service, financial wellness workshops, and your own personal financial website.

Stay up to date with Dawn on YouTube (DS Financial Strategies) for Financial Friday’s with Dawn! Dawn was the former host of Conquer Your Finances, Conquer Your Life on RVN TV. She has been published
in CPA Client Advisor, Wealth Planning Advisor, South Jersey Mom, Route 422 Business Advisor, and Let’s Talk Philadelphia. Dawn was featured in Forbes, Market Watch, and The Philadelphia Inquirer Dawn was born in Brooklyn, NY, and raised in Long Island. She graduated with her BS in Finance from Adelphi University. Dawn currently lives in King of Prussia, PA. Away from the office, you can find Dawn living true to her Wellness and Wealth lifestyle by hiking, kayaking, mountain biking, and meditating.

Firm Name

DS Financial Strategies

Firm Bio

Dawn Santoriello, CFP® is the founder and CEO of DS Financial
Strategies, a fee-based financial planning firm that develops
customized plans designed to maximize the efficiency of your
money. Located just outside Philadelphia, Dawn is focused on
empowering women, couples and entrepreneurs reach their financial goals with peace of mind and economic confidence across the U.S.

Dawn enters every client relationship with an entrepreneurial spirit
and converts this enterprising desire into tangible client results.
She utilizes a holistic approach to demystify the subject of wealth
accumulation for her clients. While Dawn has established and grown
many businesses over the years, her approach to connect her client’s
life to both wellness and wealth has become her signature mark –
Releasing the 5 Biggest Money Blocks Holding You Back.

As a financial entrepreneur, speaker and author, Dawn has refined her expertise and is able to quickly
evaluate personal goals and provide relevant advice on how to meet financial needs. She is dedicated
to inspiring clients to pair their passions with understanding and to remove financial and emotional
barriers that can be blinding to achieving their goals.
DS Financial Strategies offers fee-based financial planning and investment management. When you
join DS Financial Strategies, you have access to a plethora of educational opportunities including
access to a subscription service, financial wellness workshops and your own personal financial website.

Stay up to date with Dawn on YouTube (DS Financial Strategies) for Financial Friday’s with Dawn! Dawn
was the former host of Conquer Your Finances, Conquer Your Life on RVN TV. She has been published
in CPA Client Advisor, Wealth Planning Advisor, South Jersey Mom, Route 422 Business Advisor, and
Let’s Talk Philadelphia. Dawn was featured in Forbes, Market Watch, and The Philadelphia Inquirer

Dawn was born in Brooklyn, NY and raised in Long Island. She graduated with her BS in Finance from
Adelphi University. Dawn currently lives in King of Prussia, PA. Away from the office you can find Dawn
living true to her Wellness and Wealth lifestyle by hiking, kayaking, mountain biking, and meditating.

Advisor Type

RIA - Dawn Santoriello

Firm License #

127145

Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.

Firm Logo

Advisor License #

4897536

Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.

Disclaimer

Investment Advisory services offered through Sowell Management. DS Financial Strategies, LLC is not associated with Sowell Management.

Contact:

Cornerstone Dr Yardley, PA 19067

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