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Enzo Dastoli

Financial Wellness Consultant

Enzo is the Financial Wellness Leader at Creative Planning Retirement Services. He is responsible for the development and execution of the firm’s comprehensive financial wellness offering and leads the team of Financial Wellness Consultants supporting plan participants.

With nearly two decades of industry experience, Enzo brings a wealth of experience to his role. Prior to joining Creative Planning Retirement Services, Enzo was the leader of a national retirement education team, where he led educators, education coordinators, communication/strategy individuals and the managed accounts service team. Enzo applies his experience in — and the best practices of — the recordkeeping world to better support plan sponsors through the firm’s financial wellness offering.

Enzo earned his Bachelor of Science degree in finance and computer information systems from Bryant University.

When not working, Enzo enjoys fishing, golfing and spending time with his wife and two daughters.

Articles by Enzo Dastoli

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