Michael DeSantis

South Bay

Michael DeSantis

FPQP™
Senior Client Relationship Associate
Education &
Certifications

Financial Paraplanner Qualified Professional™

Series 65 

 

California State University, Northridge

About Michael
Michael DeSantis is a Senior Client Relationship Associate with EP Wealth Advisors. He is passionate about creating peace of mind for individuals and families, and his mission is to help EP Wealth’s advisors empower people to make the best decisions with their money to better secure their futures. Before joining EP Wealth, Michael was an operations specialist for Harris Financial Advisors for 4 years. He earned a B.S. in Finance from California State University Northridge, holds a Financial Paraplanner Qualified Professional™ (FPQP™) designation, a Series 65, and also is currently preparing for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Michael serves on the board of the Rotary Club of Redondo Beach Community Foundation where he is a member of the foundation’s finance committee, and the portfolio manager of its endowment fund. In his down time, he loves golfing, hiking, being a dog dad, exploring new restaurants, and spending quality time with family and friends. A loyal Lakers and Dodgers fan, he often can be found at a game.
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