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Jeff Santillo

Business Development Associate at Alliance Advisory Group, Inc.

Jeff Santillo is a Certified Financial Planner (CFP®) and Associate Wealth Advisor based in Fairport, NY.12 He specializes in simplifying financial planning and empowering wealth potential for his clients.2 At 23 years old, Santillo is one of the youngest CFP® professionals in the United States and has been working in the financial industry for about 3.5 years.4

Santillo is dedicated to helping clients build wealth through thoughtful, efficient, and purpose-driven financial planning.2 He works with Alliance Advisory Group, Inc., where he serves as a Financial Coach and Seasoned Financial Consultant.5 His expertise includes managed account programs, wrap account programs, wealth management services, and retirement plan consulting.3

Despite his youth, Santillo has overcome initial self-consciousness and now leverages his age as an advantage in his professional career.4 He actively shares insights and updates about his work on professional networking platforms, demonstrating his commitment to the field of financial planning and wealth management.45

Highlights

Dec 2 · usda.gov
USDA and DHS Scientists Receive Top DHS Award for Animal ...

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Jeff Santillo
Jeff Santillo, photo 1
Jeff Santillo, photo 2
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Location

Rochester, New York Metropolitan Area