Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Maxwell Yale
Non-licensed Assistant
myale@delisantiwealthmanagement.com
Max is a non-licensed assistant under Robb Delisanti with aspirations to manage his own financial practice. He is from Hemlock, NY and graduated with a bachelor's degree from Keuka College in Biology. Prior to working with Delisanti...
Robb Delisanti
Owner/President
rdelisanti@delisantiwealthmanagement.com