Maria
Santiago
CFS®, CRPC™
Here to act in your best interests
About me
Being a financial planner gives me the opportunity to work with a wide variety of clients who each have different financial needs and dreams. Together, we align on their lifelong goals and create a plan they can follow that enables them to achieve a financially secure future. Outside of work, I love spending time with my two daughters.
Certifications
Certified Fund Specialist®
Chartered Retirement Planning Counselor™
Visit one of our Locations
Cincinnati - Florence (Appt Only)
7310 Turfway Road
Suite 550
Florence, KY 41042
Cincinnati I - Cincinnati
100 East Business Way
Summit Woods I Building, Suite 360
Cincinnati, OH 45241
Naples
8889 Pelican Bay Blvd
Suite 401
Naples, FL 34108
Tampa - East (Appt Only)
10150 Highland Manor Drive
Suite 200-232
Tampa, FL 33610
Tampa I - Westshore
4221 West Boy Scout Blvd
Suite 190
Tampa, FL 33607
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
