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Orlando De Los Santos

Financial Services Executive

Focus Areas: Business Owners, Business Succession Planning, Risk Management Strategies, Estate Planning, Insurance Strategies, Student Loan Refinancing, Retirement Income Planning, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)

Languages: English, Spanish



Whatever Life Throws at You, We’ll Get Through it Together.

Life is full of unknowns – but you don’t have to go it alone.  Whether it’s saving for college, planning your dream wedding, or managing your business, I’m here to help.  Let’s work together to create a plan that best fits your unique goals and personal situation.

How I Can Help You

  • I can focus on helping you to build and maintain a financial plan. Having an expert in your corner can help you make the best decisions for your personal situation.
  • Your financial goals are unique and so is my approach. I work with my clients to develop strategies to help reduce financial risk and build wealth over time. Whether you’re looking for a long-term relationship or have an immediate need, I’m here to help.
  • Just as life’s circumstances can change quickly, I’m here to help you adjust your strategy to meet your changing need.

Let’s Talk!

Contact me to schedule a free, no-obligation discovery meeting by phone or video conference. I look forward to speaking with you soon.