Our Story
How did the partners meet? What is his story? We need a compelling story that blends both while demonstrating their competence in advisory services
At Santana Financial, our mission is to understand the characteristics, needs and financial goals of each one of our clients in order to offer a complete and comprehensive adviso to become a strategic partner in achieving those goals.
Today, Gustavo and his partner bring over __ years of experience to Santana Financial. Both have been assisting individuals realize their current financial goals, while at the same time helping prepare them for their retirement.
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We at Santana Financial know that finding the right broker who understands your needs can be difficult. That’s why we offer free consultations to walk through your needs with you, determine the scope of your goals, and your budget.
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Financial Advisors
Partner
Gustavo Santana
Gustavo Santana emigrated with his family to Canada in 2003 from Venezuela. Eager to find work and provide for his family in a new country, he leveraged his banking experiences from back home to secure employment at ___, in their Corporate Banking division. From here, Gustavo was able to further expand on his experience and gain employment at Sun Life Financial as a financial advisor. Looking for more meaningful employment, Gustavo left the corporate world to pursue Santana Financial, a full service financial brokerage firm.
Education
ATLANTIC LAW SCHOOL
Juris Doctor, 1997
IVY UNIVERSITY
B.A., Film & Music, 1994
Accreditations
• ABCD Bar Association, Member
• IP Law for Creatives Association, Member-at-Large
• Civil Rights Conservation, Secretary
Activities & Affiliations
• New York, Tennessee, California
Partner
Spencer Ingram
Spencer focuses on the various facets of law that revolve around digital media and technology, whether that’s securing patents and trademarks for wearable tech or negotiating distribution agreements for the now prolific AZL App. Prior to co-founding Harris Ingram, he managed the tech startup accounts for Lee, Wooden & Ziegler LLP. Spencer has represented and advised entrepreneurs on best legal practices for their business for over 15 years.
Education
PIERCE SCHOOL OF LAW
Juris Doctor, 1999
WORLD UNIVERSITY
B.A., Economics, 1995
Activities & Affiliations
• ABCD Bar Association, Member
• Constitutional Conservation, Member
Bar Admissions
• New York, Illinois, California