Canonsburg, PA Office
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Santori & Peters
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Firm-wide stats for Santori & Peters
About
Santori & Peters serves individual investors, including high‑net‑worth clients, as well as pension and profit‑sharing plans. The firm offers portfolio management, pension and qualified retirement plan consulting, comprehensive financial planning, and limited-scope financial consultations.
Its investment process is personalized and typically implemented on a discretionary basis, combining fundamental, technical and cyclical analysis to construct portfolios that may include mutual funds, exchange‑traded funds, individual securities and third‑party manager allocations. Client reporting and planning materials are delivered via an electronic planning platform, and accounts are held with multiple qualified custodians, with the firm monitoring third‑party advisers where recommended.
Noteworthy features disclosed in the firm brochure include the use of buffered (defined‑outcome) ETFs and the acceptance of standing letters of authorization for third‑party transfers, as well as situations where associated persons serve as trustees for client accounts—practices that influence custody arrangements and oversight. The firm is also affiliated with insurance brokerages and discloses that representatives who are licensed agents may receive commission compensation for insurance sales, a potential conflict the firm acknowledges.
Based on Santori & Peters
Expertise
Based on Santori & Peters
Location
380 Southpointe Blvd., Suite 130
Canonsburg PA 15317
Advisors at this office
3
Advisors at this office
Albert F
Series 65
Canonsburg, PA
Santori & Peters
Albert Fletcher is a financial advisor at Santori & Peters with two years of industry experience. He holds a Series 65 designation and previously worked at CooksonPeirce. His background includes roles outside finance, such as at Mish farms Meat Market Inc. and Hazlett Contracting. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and financial planning, employing a discretionary investment process that integrates fundamental, technical, and cyclical analysis.
Ryan N
CFP®, Series 66
Canonsburg, PA
Santori & Peters
Ryan Neupaver is a CFP® with 15 years of industry experience, currently serving as an advisor at Santori & Peters since 2017. He previously worked at Royal Alliance from 2010 to 2017 and is president of Lintel Financial, LLC. Neupaver is a member of the Pittsburgh Zoo and Aquarium’s board of directors and endowment committee, where he assists with donor relations and monitors endowment investments. He also serves on the board of the Financial Planning Association’s Pittsburgh chapter. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis alongside discretionary, customized asset allocation programs.
Connie R
Series 66
Canonsburg, PA
Santori & Peters
Connie Ravella is a financial advisor at Santori & Peters with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Astyr Wealth LLC, and CITIZENS Bank. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, utilizing a combination of fundamental and technical investment approaches with discretionary, customized asset-allocation programs.
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