Dante Oriente

Dante Oriente, CFP®, CEPA®, AWMA®, is currently the Director and Head of Wealth Planning Specialists at UBS, where they focus on helping clients achieve financial independence through meticulous planning. With a Bachelor of Business Administration in International Business from The George Washington University, Dante has built a robust career in financial advising, having previously served in various roles at UBS since 2017. Their experience includes positions as an Authorized Officer and Associate Director in Wealth Planning, as well as an Inbound Sales Representative and Internal Wholesaler at Lincoln Financial Distributors. Through a client-centric approach, Dante aims to guide individuals and families in navigating the complexities of financial planning.