Our 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 financial package that allows them to achieve both their current goals, as well as their future aspirations. We combine our unique expertise to bring you
Today, Gustavo brings over 20 years of experience to Santana Financial. He has 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 present to you the appropriate products and services without the "hard-selling" you're used to.
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Financial Advisors
Founder
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