About
Dante
Dante works with high-net-worth individuals and families across asset allocation, investment implementation, cash flow, and financial planning needs. He is passionate about building long-term relationships and understanding clients’ needs to help them reach their financial goals.
Dante joined Focus Partners in 2026, bringing expertise garnered from his work at Kovitz and TMD Wealth, where he had been since 2021.
Education and Professional Milestones
-Arizona State University – bachelor’s degree in financial planning, graduating magna cum laude
-Has passed the CERTIFIED FINANCIAL PLANNER™ exam
Dante works with high-net-worth individuals and families across asset allocation, investment implementation, cash flow, and financial planning needs. He is passionate about building long-term relationships and understanding clients’ needs to help them reach their financial goals.
Dante joined Focus Partners in 2026, bringing expertise garnered from his work at Kovitz and TMD Wealth, where he had been since 2021.
Education and Professional Milestones
-Arizona State University – bachelor’s degree in financial planning, graduating magna cum laude
-Has passed the CERTIFIED FINANCIAL PLANNER™ exam