Dawn Santoriello, CFP® is the founder and CEO of DS Financial Strategies, a fee-based financial planning firm that develops customized plans designed to maximize the efficiency of your money. Located just outside Philadelphia, Dawn is focused on empowering women, couples and entrepreneurs to live a balanced life of wellness and wealth!
Dawn enters every client relationship with an entrepreneurial spirit and converts this enterprising desire into tangible client results. She utilizes a holistic approach to demystify the subject of wealth accumulation for her clients. While Dawn has established and grown many businesses over the years, her approach to connect her client’s life to both wellness and wealth has become her signature mark – the 4 Key Principles of Spirituality and Wealth. She has launched Get Real with Your Money™ to provide financial planning to many people on a subscription based model.
As a financial entrepreneur, speaker and author, Dawn has refined her expertise and is able to quickly evaluate personal goals and provide relevant advice on how to meet financial needs. She is dedicated to inspiring clients to pair their passions with understanding and to remove financial and emotional barriers that can be blinding to achieving their goals. DS Financial Strategies offers fee-based financial planning and investment management. When you join DS Financial Strategies, you have access to a plethora of educational opportunities including access to a subscription service, financial wellness workshops and speaking engagements.
Stay up to date with Dawn on YouTube (DS Financial Strategies) for Financial Friday’s with Dawn! Dawn was the former host of Conquer Your Finances, Conquer Your Life on RVN TV. She has been published in CPA Client Advisor, Wealth Planning Advisor, South Jersey Mom, Route 422 Business Advisor, and Let’s Talk Philadelphia.
Dawn was born in Brooklyn, NY and raised in Long Island. She graduated with her BS in Finance from Adelphi University. Dawn currently lives in King of Prussia, PA. Away from the office you can find Dawn living true to her Wellness and Wealth lifestyle by hiking, kayaking, mountain biking, meditating, and doing yoga.