AeroLeads people directory · profile

Michael Desantis, Cfp® Email & Phone Number

Vice President | Wealth Advisor at Farther
Location: Santa Clarita, California, United States 12 work roles 2 schools
1 work email found @epwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@epwealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Farther
Role
Vice President | Wealth Advisor
Location
Santa Clarita, California, United States
Company size
14 employees

Who is Michael Desantis, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael Desantis, Cfp® is listed as Vice President | Wealth Advisor at Farther, a company with 14 employees, based in Santa Clarita, California, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Michael Desantis, Cfp®.

Michael Desantis, Cfp® previously worked as Associate Vice President | Wealth Advisor at Farther and Wealth Manager at Farther. Michael Desantis, Cfp® holds Bachelor'S Degree, B.S., Finance from California State University-Northridge.

Company email context

Email format at Farther

This section adds company-level context without repeating Michael Desantis, Cfp®'s masked contact details.

*@epwealth.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael Desantis, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Michael Desantis, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ with extensive experience working with families and helping them better understand and optimize their financial lives. I have seen every perspective of the wealth management industry which has led me to prioritize the basics: having honest conversation and making meaningful impacts in each of my clients’ lives. I dive into the weeds and find ways to improve clients' investment portfolios through several tax, risk, and performance lenses. I’ve also introduced several estate planning techniques to clients who’ve benefited from sizably reduced estate tax burdens to their heirs. Whatever your situation may be now, I am very confident that I can help you discover and plan for the future you want for yourself and your family. DM me and let’s start chatting!

Listed skills include Golf, Sports, Event Planning, Sales, and 24 others.

Current workplace

Michael Desantis, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Farther
Farther
Vice President | Wealth Advisor
new york, new york, united states
Website
farther.com
Employees
14
AeroLeads page
Company profile
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12 roles

Michael Desantis, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President | Wealth Advisor

Farther

Santa Clarita, CA, US

Associate Vice President | Wealth Advisor

Farther

Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money.

Wealth Manager

Farther
Dec 2023 - Oct 2024

Client Experience Manager

Farther

Los Angeles, California, United States

Oct 2023 - Oct 2024

Associate | Relationship Manager

Goldman Sachs Personal Financial Management

Los Angeles, California, United States

** Acquired by Creative Planning in August 2023.

Apr 2022 - Oct 2023

Associate Wealth Advisor

Ep Wealth Advisors

Torrance, California, United States

Sep 2021 - Apr 2022

Senior Client Relationship Associate

Ep Wealth Advisors

Torrance, California, United States

Nov 2020 - Sep 2021

Client Service Associate

Harris Financial Advisors, Inc

Torrance, California, United States

** Acquired by EP Wealth Advisors in November 2020

Apr 2016 - Nov 2020

Licensed Sales Representative

Farmers Insurance

Los Angeles, California

Feb 2015 - Aug 2015

Financial Advising Internship

Raymond James
May 2014 - Sep 2014
Team & coworkers

Colleagues at Farther

Other employees you can reach at farther.com. View company contacts for 14 employees →

BR B Rad Davis B Rad Davis Colleague at Farther Redmond, Washington, United States, United States View → TC Tony Caldwell Tony Caldwell Colleague at Farther Greater St. Louis, United States View → AM Angie Meenan Angie Meenan Colleague at Farther Carrollton, Texas, United States, United States View → KS Kali Shoemaker Kali Shoemaker Colleague at Farther Dallas, Texas, United States, United States View → MB Mason Bostic Mason Bostic Colleague at Farther Charleston, West Virginia, United States, United States View → GW Grace Ware Grace Ware Colleague at Farther San Juan Capistrano, California, United States, United States View → JB James Bauman Cfp® James Bauman Cfp® Colleague at Farther Portland, Oregon, United States, United States View → DM Demi Martin, Mba Demi Martin, Mba Colleague at Farther Salt Lake City Metropolitan Area, United States View → CT Chris Tarkowski, Cfp® Chris Tarkowski, Cfp® Colleague at Farther Mattawan, Michigan, United States, United States View → JO Joseph Owusu-Boateng Jr Joseph Owusu-Boateng Jr Colleague at Farther Dallas-Fort Worth Metroplex, United States View →
2 education records

Michael Desantis, Cfp® education

FAQ

Frequently asked questions about Michael Desantis, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Desantis, Cfp® work for?

Michael Desantis, Cfp® works for Farther.

What is Michael Desantis, Cfp®'s role at Farther?

Michael Desantis, Cfp® is listed as Vice President | Wealth Advisor at Farther.

What is Michael Desantis, Cfp®'s email address?

AeroLeads has found 1 work email signal at @epwealth.com for Michael Desantis, Cfp® at Farther.

Where is Michael Desantis, Cfp® based?

Michael Desantis, Cfp® is based in Santa Clarita, California, United States while working with Farther.

What companies has Michael Desantis, Cfp® worked for?

Michael Desantis, Cfp® has worked for Farther, Goldman Sachs Personal Financial Management, Ep Wealth Advisors, Harris Financial Advisors, Inc, and Farmers Insurance.

Who are Michael Desantis, Cfp®'s colleagues at Farther?

Michael Desantis, Cfp®'s colleagues at Farther include B Rad Davis, Tony Caldwell, Angie Meenan, Kali Shoemaker, and Mason Bostic.

How can I contact Michael Desantis, Cfp®?

You can use AeroLeads to view verified contact signals for Michael Desantis, Cfp® at Farther, including work email, phone, and LinkedIn data when available.

What schools did Michael Desantis, Cfp® attend?

Michael Desantis, Cfp® holds Bachelor'S Degree, B.S., Finance from California State University-Northridge.

What skills is Michael Desantis, Cfp® known for?

Michael Desantis, Cfp® is listed with skills including Golf, Sports, Event Planning, Sales, Customer Service, Hospitality, Marketing, and Social Media Marketing.

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