Daniel Da Ponte, Aif® Email and Phone Number
I provide and deliver comprehensive financial advice and peace of mind to individuals and successful families interested in building and preserving their wealth as their trusted advisor. At Axis Wealth Partners, our commitment is guided by our expertise and personal experiences. Regardless of which stage of transition in life, we believe sound, transparent financial advice begins with empathy and understanding. We know the value and power of our advice because we live it.During my spare time, I enjoy spending time with my wife, Marcia, and our children, Antonio and Sofia. Reading a good book and enjoying the company of family and good friends is always a pleasure.I'm fluent in Portuguese.
Axis Wealth Partners, Llc
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Managing Principal | Senior Financial AdvisorAxis Wealth Partners, Llc Oct 2022 - PresentEast Providence, RiAxis Wealth Partners, LLC. is an SEC registered investment adviser working with individuals, families and business owners who are serious about planning for their future. We work together to develop and manage personalized financial and wealth management plans to meet goals, manage risk, designed for long term financial security and preserve wealth for generations.Centered around your life.®
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Financial Advisor | Managing Principal | CcoAxis Advisors, Llc Mar 2013 - Oct 2022East Providence, Ri
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Managing MemberAxis Risk Management, Llc Mar 2013 - PresentEast Providence, RiAxis Risk Management, LLC is an independent fixed insurance agency that offeres Life, Disability and Long Term Care insurance solutions. As an independent agency, Axis Risk Management, LLC maintains appointments with a multiple insurance carriers and has the capability to obtain additional appointments in most cases if it's determined to be in the client's best interest.
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Board MemberNeighborhood Health Plan Of Rhode Island Mar 2020 - PresentSmithfield, Rhode Island, United StatesNeighborhood Health Plan of Rhode Island (Neighborhood) is a not-for-profit 501c3 health maintenance organization (HMO) insurance company serving one in five Rhode Islanders. -
Board ChairYmca Of Greater Providence Apr 2024 - PresentProvidence, Rhode Island, United StatesThe YMCA of Greater Providence is a 501(c)(3) charitable organization made up of men, women and children joined together by a shared commitment to nurturing the potential of kids, promoting healthy living and fostering a sense of social responsibility. As a cause-driven organization, the YMCA serves communities in Rhode Island and southeastern Massachusetts reaching individuals through its seven full-service branches, Providence Youth Services urban program branch and Camp Fuller resident camp. -
Board MemberYmca Of Greater Providence Jan 2019 - PresentProvidence, Rhode Island, United States
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Board MemberPalcus (Portuguese American Leadership Council Of The United States) Feb 2019 - Jan 2022Manassas, VaPALCUS is a non-partisan, non-profit 501(c)(3) organization incorporated under the laws of the District of Columbia. It was founded in 1991 by a group of successful, forward-thinking Portuguese-Americans with the purpose of providing a singular national voice that would advocate for the interests of Portuguese-Americans in the United States. -
Rhode Island State SenatorRhode Island Senate Jan 1999 - Dec 2018Providence, Rhode Island, United StatesElected State Senator for District 42 and District 14 representing East Providence, Providence and Pawtucket
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Chairman, Senate Finance CommitteeRhode Island Senate Jan 2009 - Mar 2017State House, Providence, Ri 02903Responsible for representing Senate in budget drafting and negotiations, fiscal and tax policy. Primary sponsor of personal and corporate income tax reforms and establishing IT infrastructure fund.
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President/Financial AdvisorAxis Financial Group Inc. May 2005 - Mar 2013197 Warren Avenue, Suite 203, East Providence, Ri 02914*Securities and Advisory Services offered through Commonwealth Financial Network, member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Adviser.
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Financial AdvisorUbs Dec 2001 - May 2005Providence, Rhode Island Area
Daniel Da Ponte, Aif® Education Details
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Business Administration -
Personal Financial Planning -
Personal Financial Planning
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La Salle AcademyHigh School
Frequently Asked Questions about Daniel Da Ponte, Aif®
What company does Daniel Da Ponte, Aif® work for?
Daniel Da Ponte, Aif® works for Axis Wealth Partners, Llc
What is Daniel Da Ponte, Aif®'s role at the current company?
Daniel Da Ponte, Aif®'s current role is Senior Financial Advisor | Founder, Managing Principal @ Axis Wealth Partners, LLC | Securing Financial Futures and Providing Peace of Mind. @LaSalle Academy, @URI alum.
What schools did Daniel Da Ponte, Aif® attend?
Daniel Da Ponte, Aif® attended University Of Rhode Island - College Of Business Administration, Kansas State University, Kansas State University, La Salle Academy.
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