• San Asato, CFP®, CFM

    Managing Principal & Advisor

  • Joined January 2004
  • More than 35 years of industry experience
  • Community leader and former Edina Rotary President
  • Avid squash player, rescue scuba diver, and leisure golfer
  • Devoted grandfather to Emmett Asato, dedicated father to Hiroshi & Satoshi Asato, and a loyal husband to Sheila Asato

San Asato is a CERTIFIED FINANCIAL PLANNER™, a Certified Spiritual Director, and a Certified Financial Manager. He is the Managing Financial Advisor for McNellis & Asato and is a Registered Principal and Branch Manager with Raymond James Financial Services – ICD (Independent Contractor Division). San works with high net-worth clients; exceptions are made for referred clients and families of children with special needs. San is responsible for all aspects of client engagement with McNellis & Asato | Raymond James to ensure that the team works diligently to provide all clients with superior in your best-interest, client-centric service and experience.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.