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Dawn S
CFP®, Series 63, Series 65
King of Prussia, PA
DS Financial Strategies, LLC
Dawn Santoriello is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience, currently operating as the sole advisor at DS Financial Strategies, LLC. Her prior experience includes roles at Efficient Advisors, Sowell Management, and Coinbase Capital Markets, among others. Outside of her advisory work, she engages in paid speaking engagements related to investing and participates as a Fem City Ambassador in a professional networking group. DS Financial Strategies, LLC serves individuals, high-net-worth clients, corporations, charities, and qualified retirement plans by providing comprehensive financial and estate planning, targeted consulting, and retirement plan services. The firm uses third-party investment advisers for portfolio management, focusing on delivering written financial plans and ongoing monitoring rather than direct asset management.
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