Maria
Santiago
CFS®, CRPC™
Here to act in your best interests
About me
Being a financial planner gives me the opportunity to work with a wide variety of clients who each have different financial needs and dreams. Together, we align on their lifelong goals and create a plan they can follow that enables them to achieve a financially secure future. Outside of work, I love spending time with my two daughters.
Certifications
Certified Fund Specialist®
Chartered Retirement Planning Counselorâ„¢
Visit one of our Locations
Cincinnati - Florence (Appt Only)
7310 Turfway Road
Suite 550
Florence, KY 41042
Cincinnati I - Cincinnati
100 East Business Way
Summit Woods I Building, Suite 360
Cincinnati, OH 45241
Naples
8889 Pelican Bay Blvd
Suite 401
Naples, FL 34108
Tampa - East (Appt Only)
10150 Highland Manor Drive
Suite 200-232
Tampa, FL 33610
Tampa I - Westshore
4221 West Boy Scout Blvd
Suite 190
Tampa, FL 33607
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
