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Maria Santiago

CFS®, CRPC™

picture of a planner

Here to act in your best interests

About me

Being a financial planner gives me the opportunity to work with a wide variety of clients who each have different financial needs and dreams. Together, we align on their lifelong goals and create a plan they can follow that enables them to achieve a financially secure future. Outside of work, I love spending time with my two daughters.

Certifications

Certified Fund Specialist®

Chartered Retirement Planning Counselorâ„¢

Visit one of our Locations

Cincinnati - Florence (Appt Only)

7310 Turfway Road

Suite 550

Florence, KY 41042

Cincinnati I - Cincinnati

100 East Business Way

Summit Woods I Building, Suite 360

Cincinnati, OH 45241

Naples

8889 Pelican Bay Blvd

Suite 401

Naples, FL 34108

Tampa - East (Appt Only)

10150 Highland Manor Drive

Suite 200-232

Tampa, FL 33610

Tampa I - Westshore

4221 West Boy Scout Blvd

Suite 190

Tampa, FL 33607

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

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