Enzo Dastoli, CPFA®

Enzo serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Enzo has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he was a national director at one of the largest retirement plan recordkeepers in the U.S.

Enzo earned a Bachelor of Science degree, with dual concentrations in finance and computer information systems, from Bryant University. He is also a Certified Plan Fiduciary Advisor, as designated by the National Association of Plan Advisors (NAPA).

Enzo and his wife, Michele, have two beautiful girls: Ella and Nina. In his spare time, Enzo enjoys gardening, golfing and fishing for striped bass along the Northeast shoreline.