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™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.