Managing Financial Advisor | Registered Principal
Current
Mcnellis & Asato | Raymond James
Jan 2014 - Present
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San Asato, Cfp® Email & Phone Number
Managing Financial Advisor | McNellis & AsatoRegistered Principal | Raymond James
at
McNellis & Asato | Raymond James
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✓ Verified May 2026
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Current company
McNellis & Asato | Raymond James
Role
Managing Financial Advisor | McNellis & AsatoRegistered Principal | Raymond James
Location
Greater Minneapolis-St. Paul Area, United States, United States
Who is San Asato, Cfp®? Overview
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Quick answer
San Asato, Cfp® is listed as Managing Financial Advisor | McNellis & AsatoRegistered Principal | Raymond James at McNellis & Asato | Raymond James, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a matched LinkedIn profile for San Asato, Cfp®.
San Asato, Cfp® previously worked as Managing Financial Advisor | Registered Principal at Mcnellis & Asato | Raymond James and Financial Advisor & Registered Principal at Mcnellis & Asato, Ltd.. San Asato, Cfp® holds Csd, Certified Spiritual Director from Sacred Art Of Living Center, Bend, Or.
Profile bio
About San Asato, Cfp®
I am a certified financial planner and spiritual director with 30+ years of experience in managing money. As a fiduciary advisor, I help clients and their families plan, execute, manage, and monitor their lifetime of income in retirement. Most of my team's clients are successful, prudent business owners, executives, and professionals. A part of my independent practice is dedicated to serving families of children with special needs on lo and pro-bono basis.
Listed skills include Securities, Retirement, Investment Management, Finance, and 7 others.
Current workplace
San Asato, Cfp®'s current company
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Mcnellis & Asato | Raymond James
5 roles
San Asato, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor & Registered Principal
Jan 2004 - Dec 2014
Vice President & Financial Advisor
Merrill Lynch & Co., Minneapolis
Jan 2001 - Dec 2003
Director, European Government Bond Trading
Nomura Securities, Ltd., Tokyo
Aug 1999 - Jul 2000
Chief Proprietary Trader
Nomura Securities, Ltd., Tokyo
Aug 1997 - Jul 1999
5 education records
San Asato, Cfp® education
Csd, Certified Spiritual Director
Sacred Art Of Living Center, Bend, Or
B.A.
Education record
Education record
Peabody Veterans Memorial High School
FAQ
Frequently asked questions about San Asato, Cfp®
Quick answers generated from the profile data available on this page.
What company does San Asato, Cfp® work for?
San Asato, Cfp® works for McNellis & Asato | Raymond James.
What is San Asato, Cfp®'s role at McNellis & Asato | Raymond James?
San Asato, Cfp® is listed as Managing Financial Advisor | McNellis & AsatoRegistered Principal | Raymond James at McNellis & Asato | Raymond James.
Where is San Asato, Cfp® based?
San Asato, Cfp® is based in Greater Minneapolis-St. Paul Area, United States, United States while working with McNellis & Asato | Raymond James.
What companies has San Asato, Cfp® worked for?
San Asato, Cfp® has worked for Mcnellis & Asato | Raymond James, Mcnellis & Asato, Ltd., Merrill Lynch & Co., Minneapolis, and Nomura Securities, Ltd., Tokyo.
How can I contact San Asato, Cfp®?
You can use AeroLeads to view verified contact signals for San Asato, Cfp® at McNellis & Asato | Raymond James, including work email, phone, and LinkedIn data when available.
What schools did San Asato, Cfp® attend?
San Asato, Cfp® holds Csd, Certified Spiritual Director from Sacred Art Of Living Center, Bend, Or.
What skills is San Asato, Cfp® known for?
San Asato, Cfp® is listed with skills including Securities, Retirement, Investment Management, Finance, Retirement Planning, Wealth Management, Estate Planning, and Asset Allocation.
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