About The Santo Group
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.
Other Ways to Connect
Meet the Team
-

Allan Comeau
Assistant
-

Brandyn McColligan
Associate
-

Jason Luck
Financial Advisor
-

Owen McMahon
Financial Advisor
Through our partnership with Commonwealth Financial Group, we have access to the following specialists and resources.
-

Dan Murphy
Head of Wealth Strategy
-

Sarah Hayes
Director of Design Center
-

Chelsea Brochu
Estate Planning Strategist
-

Andrew Gordon
Advanced Planning Strategist
-

Todd Seresky
Investment Planning Strategist
-

Jessica Cahill
Director of Insurance New Business
-

Daken Vanderburg, CFA
CIO & Head of Wealth Management
-

David Skowron
Private Wealth Consultant
-

Kurt Lippincott, CFA, CPWA®
Head of Investment Office
-

Linda Bestepe
Head of Lending & Banking Services
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.