Massimiliano De Santis, CFP®, PhD DESMO Wealth Advisors, LLC
- 111 Duck Lake Dr, Lakeway, TX 78734
- (737) 262-5724
- https://desmowealth.com/
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.
Schedule a call here: https://desmowealth.com/
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Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
