Michael DeSantis, CFP®

California State Icon South Bay, California
Wealth Advisor Associate
Series 65
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About Michael

Michael DeSantis is a Wealth Advisor Associate with EP Wealth Advisors. He is passionate about empowering individuals and families to make informed decisions with their money. Prior to joining EP Wealth, Michael was an operations specialist at Harris Financial Advisors for close to 5 years. He then served as a Senior Client Relationship Associate at EP Wealth during his first year at the firm. Michael earned a B.S. in Finance from California State University Northridge, and is a CERTIFIED FINANCIAL PLANNER™. He actively serves on the board of the Rotary Club of Redondo Beach Community Foundation as the portfolio manager of the endowment fund and the planned giving director guiding members on how to make complex charitable donations to the club. During his free time, Michael loves golfing, hiking, being a dog dad, exploring new restaurants, and spending quality time with family and friends. Being an LA native, he is a loyal Dodgers and Lakers fan and can often be found at the games.

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California State University, Northridge

How can Michael help?


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