Massimiliano De Santis, CFP®, PhD DESMO Wealth Advisors, LLC

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About Massimiliano De Santis, CFP®, PhD

“At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching.”

Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics.

Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices).

Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron’s, MarketWatch, S&P Dow Jones, USA Today, and many others.

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Ideal Clients

  • Family Financial Planning
  • Gen Y/Millennials
  • Retirement Planning
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $500+/engagement
  • Assets Under Management: 0.70%

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