About Al Santosuosso

Al Santosuosso, CFP®, CFBS, CEPA

Certified Financial Planner Professional and Senior Partner

Alfred Santosuosso, CFP, CFBS, CEPA

A Partner at Commonwealth Financial Group since 2010, Al delivers a process-oriented approach to helping his clients create, accumulate, and preserve wealth in the most efficient manner. Al displays an unparalleled passion and enthusiasm towards helping his clients achieve their goals, dreams, and aspirations. He starts with the end in mind and communicates the big picture with clarity.

At each level of financial success comes another layer of complexity. The more successful one becomes, the more moving parts there are to their financial picture. These parts come in many shapes and sizes, but primarily consist of various advisors, products, and changes in law. Even seemingly minor decisions in one area can have a significant ripple effect on other areas and often impede someone in achieving their maximum financial potential. Al’s practice is focused on comprehensive fee-based financial planning to help facilitate the integration of these moving parts in an objective and fiduciary accountable manner.

What makes Al’s planning process innovative is the collaboration with Commonwealth Financial Group’s team of subject matter experts. This includes Tax & Estate Attorneys, Business Valuation Specialists, Investment experts, Insurance experts and Certified Special Needs planners.

Al graduated from Stonehill College with a B.S. in Business Administration where he played collegiate tennis for all four years. He maintains the CERTIFIED FINANCIAL PLANNER®, Certified Family Business Specialist (CFBS), and Certified Exit Planning Specialist (CEPA) designations and has been certified by The American College in Business Succession Planning. In addition, he holds a Life, Accident & Health license as well as Series 7 and 66 security registrations. Al resides in Bedford, New Hampshire with his three sons, Anthony, Michael, and Rocco.

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Meet the Team

  • Owen McMahon - Financial Advisor & Associate to Al Santosuosso, CFP®, CFBS, CEPA

    Owen McMahon

    Financial Advisor and Senior Associate

    Owen is a Financial Advisor and Senior Associate who supports clients throughout the financial planning process while overseeing business operations and the overall client experience. He also serves as the investment lead, with a focus on portfolio construction, rebalancing, and income planning. Owen holds his Life, Accident & Health license, as well as Series 7 and Series 66 securities registrations.

  • Brandyn McColligan, Associate to Al Santosuosso, CFP®, CFBS, CEPA

    Brandyn McColligan

    Associate

    Brandyn supports clients throughout every phase of the financial planning process and plays an integral role in delivering a seamless client experience. He also supports business operations, portfolio construction, rebalancing, and income planning. Brandyn holds his Life, Accident & Health license, as well as Series 7 and Series 66 securities registrations.

  • Allan Comeau, Assistant to Al Santosuosso, CFP®, CFBS, CEPA

    Allan Comeau

    Assistant

    Allan plays an important role in creating a seamless and responsive client experience. He coordinates client scheduling and service, oversees confidential client files and data, and provides ongoing updates on investment and insurance implementation to help keep processes moving efficiently and achieve the best possible outcomes. Allan also supports client experience initiatives and marketing efforts.

  • A smiling woman with long blonde hair, blue eyes, and a nose piercing, wearing layered necklaces, standing indoors.

    Alysha Tuthill*

    Investment Operations Coordinator

    Alysha supports the implementation of investment solutions, helping ensure each process is coordinated accurately and efficiently. She manages investment-related operations and works closely with the team to support a consistent, high-quality client experience.

  • Stephanie Wanamaker

    Stephanie Wanamaker*

    Insurance Operations Coordinator

    Stephanie supports the implementation of insurance solutions, helping ensure each process is coordinated accurately and efficiently. She works closely with the team on insurance-related operations to help keep implementation moving smoothly and deliver a seamless client experience.

Planning Specialists*

  • Headshot of a man with short, dark hair, light skin, wearing a navy blue suit, white shirt, and a wristwatch, crossing his arms, smiling, against a plain gray background.

    Dan Murphy

    Head of Wealth Strategy

  • A young woman with long blonde hair, wearing a black ribbed turtleneck and beige pants, standing with her arms crossed in front of a dark gray background, smiling at the camera.

    Sarah Hayes

    Director of Design Center

  • A woman with long red hair and blue eyes wearing a green and white patterned blouse, smiling against a plain gray background.

    Chelsea Brochu

    Estate Planning Strategist

  • A smiling man with short brown hair, wearing a dark gray suit, white shirt, and a silver watch, with his arms crossed against a plain gray background.

    Andrew Gordon

    Advanced Planning Strategist

  • Professional man in a navy blue suit with crossed arms and a confident smile, standing against a plain gray background.

    Todd Seresky

    Investment Planning Strategist

  • A woman with long, wavy brown hair and a bright smile, wearing a dark green blouse, jewelry including rings, bracelets, and earrings, standing against a gray background.

    Jessica Cahill

    Director of Insurance New Business

  • A professional man with a beard and shaved head, wearing a navy suit and white shirt, smiling in front of a blurred indoor background.

    Daken Vanderburg, CFA

    CIO & Head of Wealth Management

  • A professional man with a bald head and beard wearing a dark suit jacket and a light checkered shirt, smiling against a dark, textured background.

    David Skowron

    Private Wealth Consultant

  • Professional headshot of a man in a dark suit and tie smiling against a plain background.

    Kurt Lippincott, CFA, CPWA®

    Head of Investment Office

  • Woman with dark hair wearing a bright pink top with floral embellishment, smiling against a gray background.

    Linda Bestepe

    Head of Lending & Banking Services

*Through our partnership with Commonwealth Financial Group, we have access to the following specialists and resources.

Get To Know Us

  • To provide Financial Confidence to Business Owners, Professionals and Executives to be better spouses, parents, and people!

  • Innovative Ideas and Concepts

    • We offer the expertise and resources to effectively address a wide range of client needs.

    Exceptional Financial Planning Experience

    • We are committed to delivering a comprehensive planning experience focused on building your financial confidence.

    Steadfast Follow Up and Follow Through

    • We prioritize timely communication, with a commitment to same-day responses and thorough, thoughtful guidance.

    • Unyielding Integrity

    • Family First

    • Accountability

    • Infectious Enthusiasm

    • Interdependent Team Player

  • As an advisor team partnered with Commonwealth Financial Group, we combine the personalized service and close-knit culture of a boutique firm with the strength and stability of a leading financial institution.

    This partnership allows us to deliver highly tailored guidance while leveraging the resources, expertise, and long-term backing of MassMutual to support our clients at every stage.