PRAETEGO PRIVATE WEALTH

Founded in 2022 by Dustin Cali and Daniel Ventura, Praetego Private Wealth is an independent wealth management firm,... With our CFP and IRS EA credentials, we bring a differentiated knowledge base for planning, taxation, and investment solutions... A Certified Financial Planner designation is awarded by the CFP Board of Standards and is distinct recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. To hold this top industry credential requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education. In our capacity as CFP ® professionals, we bring all of these solutions, strategies and services together in a cohesive plan to help our clients pursue their financial objectives.

Also known as: Praetego

Primary location: Trinity United States