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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Grace Fontanez

Virtual Assistant

gfontanez@delisantiwealthmanagement.com

Maxwell Yale

Medicare & Life Agent

888-437-6257

(585) 513-2965

myale@delisantiwealthmanagement.com

Max is a Medicare specialist and non-licensed assistant with Delisanti Wealth Management, working with Robb Delisanti as he builds toward managing his own financial practice. A Keuka College graduate and former small business owner,...

Robb Delisanti

Owner/President

888-437-6257

rdelisanti@delisantiwealthmanagement.com

Robb graduated from Le Moyne College in 2001 with a dual major in Economics and Finance and has built a successful 24-year career in the financial industry. Drawing on decades of experience, he brings a thoughtful and dedicated...