Paul Santucci

Paul began his career in 1991 and has always placed an emphasis on financial planning. Paul holds his series 6, 63, 65, 7,9,10, and 24 licenses, in addition to life and health insurance licenses. He also holds an AIF designation.

In his free time, Paul enjoys golf and volunteering at a garden for the RI Community Food Bank.

Paul has been married to Liz Resendes Santucci for 30 years. They have two adult children: Nick and Marissa.

Elizabeth Resendes Santucci, CPA, MST

Liz has more than 30 years of accounting and income tax experience, advising closely held businesses as well as high-net-worth individuals. She assists her husband, Paul Santucci, in internal operations and the development of client financial plans.

Education

• Bryant University, Master of Science in Taxation
• Johnson & Wales, Bachelor of Science in Accounting, summa cum laude

Licenses & Credentials

• CPA – Certified Public Accountant
• MST – Master of Science in Taxation

Amanda Bartolini

Amanda is responsible for servicing and administration for individual and family clients. She is well-versed in our financial planning software and currently studying for securities licenses. Amanda works in conjunction with the rest of the team and Commonwealth Financial Network on a daily basis. She has been helping clients since 2018.

Cheryl Hall

Cheryl became our receptionist in October of 2021. Since then, she has quickly become skilled in several pieces of software that are critical to our operation. Cheryl prepares files for all of our appointments, schedules meetings and is furthering her training in other areas of the business. 

Lessons from the garden

In the garden, you can go from April to July before any of your work bears fruit. But good planning and patience are rewarded. Just like with investments.

Roots in the family produce business

I grew up working with my father in our family’s produce distribution business. I spent summers, Saturdays, and after-school hours learning how important it is to offer customers a quality product.

This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, GA, MA, MD, ME, NH, NY, PA, RI, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services offered through Paul Santucci Financial Services or CES Insurance Agency.

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