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Michael DeSantis
Business Name:
Farther Finance, LLC
Business Description:
Farther is a modernized wealth management firm combining expert fiduciary advisors with best-in-class proprietary technology and resources to create the best overall client experience.
How Business Creates Value:
True fiduciary wealth management isn’t about pushing commissioned products or applying 'one-size-fits-all' solutions to complex problems. We believe that how an advisor is compensated directly impacts the quality of their advice. By eliminating conflicts of interest, we remain fiercely committed to delivering exactly what our clients deserve: objective advice and peace of mind.
How Member Creates Value:
With 11 years of experience at firms ranging from Goldman Sachs to specialized boutiques, Michael brings a high-level perspective to fiduciary wealth management. At Farther, he bridges the gap between institutional power and personal customization. He leverages world-class resources to drive his clients' goals forward while maintaining the agility and tailored focus they deserve. Outside of the office, Michael is a fixture in the Santa Clarita community. Whether he’s spending time with his wife and growing family or pursuing his various hobbies, he is committed to being a "resource for life" for his clients and neighbors alike, connecting them with the right people and solutions whenever a need arises.

Skills

  • Custom Portfolio Construction & Management
  • Retirement Planning for Business Owners/Self-Employed
  • Education Planning Kids/Grandkids
  • Tax-Efficient Investment Planning
  • Comprehensive Retirement Projection Analysis

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Series 65

Interests

  • Golf
  • Pickleball
  • Skiing/Snowboarding
  • Weight Lifting

Experience

  • 11 years in the Wealth Management Industry