Managing Wealth Advisor
Devoted grandfather to his grandchildren, dedicated father to his children, and a loyal husband to his wife
San Asato is a CERTIFIED FINANCIAL PLANNER®, and a Certified Spiritual Director. He is the Managing Wealth 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
