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Daniel Da Ponte, Aif® is listed as Senior Financial Advisor | Founder, Managing Principal @ Axis Wealth Partners, LLC | Securing Financial Futures and Providing Peace of Mind. @LaSalle Academy, @URI alum at Axis Wealth Partners, LLC, based in East Providence, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Daniel Da Ponte, Aif®.
Daniel Da Ponte, Aif® previously worked as Managing Principal | Senior Financial Advisor at Axis Wealth Partners, Llc and Financial Advisor | Managing Principal | CCO at Axis Advisors, Llc. Daniel Da Ponte, Aif® holds Bachelor Of Science, Business Administration from University Of Rhode Island - College Of Business Administration.
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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.
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East Providence, RI
Axis 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.
East Providence, RI
Axis 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.
Smithfield, Rhode Island, United States
Neighborhood Health Plan of Rhode Island (Neighborhood) is a not-for-profit 501c3 health maintenance organization (HMO) insurance company serving one in five Rhode Islanders.
Providence, Rhode Island, United States
The 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.
Manassas, VA
PALCUS 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.
Providence, Rhode Island, United States
Elected State Senator for District 42 and District 14 representing East Providence, Providence and Pawtucket
State House, Providence, RI 02903
Responsible 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.
197 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.
Activities and Societies: Men's Varsity Hockey Team
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Daniel Da Ponte, Aif® works for Axis Wealth Partners, LLC.
Daniel Da Ponte, Aif® is listed as Senior Financial Advisor | Founder, Managing Principal @ Axis Wealth Partners, LLC | Securing Financial Futures and Providing Peace of Mind. @LaSalle Academy, @URI alum at Axis Wealth Partners, LLC.
Daniel Da Ponte, Aif® is based in East Providence, Rhode Island, United States while working with Axis Wealth Partners, LLC.
Daniel Da Ponte, Aif® has worked for Axis Wealth Partners, Llc, Axis Advisors, Llc, Axis Risk Management, Llc, Neighborhood Health Plan Of Rhode Island, and Ymca Of Greater Providence.
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Daniel Da Ponte, Aif® holds Bachelor Of Science, Business Administration from University Of Rhode Island - College Of Business Administration.
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