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Axis Advisors, LLC
East Providence, Rhode Island

Daniel Da Ponte

Axis Advisors, LLC is a fee-only financial, life and wealth management planning firm only dedicated to our clients' best interests.
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Meet Daniel

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Welcome to Axis Advisors LLC - Daniel Da Ponte
Video Transcripts

Prior to founding Axis Advisors, LLC, Daniel was President of Axis Financial Group, Inc. in East Providence, RI and was a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network. Daniel began his career in financial services as financial advisor at UBS Financial Services, Inc. in Providence, Rhode Island in 2001.

Daniel graduated from the University of Rhode Island with a Bachelor of Science degree in Business Administration and…

Prior to founding Axis Advisors, LLC, Daniel was President of Axis Financial Group, Inc. in East Providence, RI and was a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network. Daniel began his career in financial services as financial advisor at UBS Financial Services, Inc. in Providence, Rhode Island in 2001.

Daniel graduated from the University of Rhode Island with a Bachelor of Science degree in Business Administration and obtained his Master of Science degree in Personal Financial Planning from Kansas State University. Daniel also holds a graduate certificate in personal financial planning from Kansas State University and holds the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 . He is a graduate of La Salle Academy, where he was a member of the ice hockey team and the recipient of the Sportsmanship Award.

Since 1999, he has been a member of the Rhode Island State Senate, and is presently the Chairman of the Senate Committee on Finance. In this capacity, Daniel is responsible for leading the Senate in all budget negotiations and fiscal policy matters. Daniel has been the key architect of recent personal and corporate income tax reform plans and was a key participant in the Rhode Island Retirement Security Act. This act was the first of its kind in the nation to reform Rhode Island's public pension system. Daniel has been an advocate for greater investment in the state's information technology infrastructure, and under his leadership, the state now has a dedicated information technology infrastructure fund. He is also a past director and trustee of the Narragansett Bay Commission, the Coastal Resources Management Council, and the Rhode Island State Investment Commission.

As a financial advisor and state legislator, Daniel is frequently invited to participate as a panelist and speaker at conferences, symposiums and to classrooms to discuss financial planning, fiscal and public policy matters. He is also a weekly contributor on Portuguese language radio station WJFD 97.3 FM's "Financial Journal" program, providing economic and financial market commentary. Daniel has been recognized by the President of the Republic of Portugal and given the insignia of Commander of the Order of Merit for his contributions to the Portuguese-American community.

Daniel is an active parishioner at St. Francis Xavier Church in East Providence. He is a member of the Holy Ghost Beneficial Brotherhood of Rhode Island is a past board member of the Boys & Girls Club of East Providence. Daniel is also a member of the Financial Planning Association and an associate member of the Rhode Island Society of Certified Public Accountants.

During his spare time, Daniel enjoys spending time with his wife, Marcia, and their children, Antonio and Sofia. He also enjoys reading, and playing golf and ice-hockey.

He is fluent in Portuguese.

Languages Spoken
Portugese

Services offered

Investment Management
Financial Planning
Retirement Planning
College Planning
Real Estate & Mortgage Advisory
Insurance Management
Personal Lending
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Entrepreneurs
Families

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly
Other

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Memberships

FPA - Financial Planning Association

Education

MS - Kansas State University
BA - University of Rhode Island
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