Strategic Financial Solutions for Your Success

At SANPAOLO FINANZE LLC, we provide comprehensive financial services tailored to help businesses and individuals achieve their financial goals. With expertise in investment, wealth management, and corporate finance, we're your trusted partner in Seattle's financial landscape.

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Our Financial Services

We offer a comprehensive range of financial services designed to meet the diverse needs of our clients in Seattle and beyond.

Investment Management

Our expert portfolio managers develop customized investment strategies aligned with your financial goals and risk tolerance.

  • Portfolio Diversification
  • Risk Assessment & Management
  • Market Analysis & Research
  • Performance Monitoring
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Wealth Management

Comprehensive financial planning services including retirement planning, estate planning, and tax optimization strategies.

  • Retirement Planning
  • Estate & Trust Services
  • Tax Optimization
  • Philanthropic Planning
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Corporate Finance

Strategic financial advisory services for businesses including capital raising, M&A, and financial restructuring.

  • Capital Raising
  • Mergers & Acquisitions
  • Financial Restructuring
  • Business Valuation
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SANPAOLO FINANZE Office

About SANPAOLO FINANZE LLC

Founded with a commitment to financial excellence, SANPAOLO FINANZE LLC has been serving clients in Seattle and the Pacific Northwest since 2008. Our name reflects our dedication to combining traditional financial wisdom with innovative strategies.

We understand that each client has unique financial needs and goals. That's why we take a personalized approach, developing customized solutions that align with your specific circumstances and aspirations.

Located in the heart of Seattle's financial district, we provide expert financial services to individuals, families, and businesses, helping them navigate complex financial landscapes with confidence.

15+
Years of Experience
$500M+
Assets Under Management
200+
Satisfied Clients
98%
Client Retention Rate

Why Choose SANPAOLO FINANZE

We differentiate ourselves through our commitment to excellence, personalized service, and proven financial expertise.

Expert Financial Advisors

Our team consists of certified financial professionals with extensive experience across diverse financial sectors and markets.

Client-First Approach

We prioritize your financial goals and work collaboratively to develop strategies that align with your unique needs and aspirations.

Transparent & Ethical

We believe in complete transparency regarding fees, strategies, and potential risks, building trust through honest communication.

Comprehensive Solutions

From investment management to corporate finance, we offer a full spectrum of financial services under one roof.

Global Perspective

With insights into global markets, we help clients navigate international investment opportunities and risks.

Long-Term Partnership

We focus on building lasting relationships, providing ongoing support as your financial needs evolve over time.

Our Financial Experts

Meet the experienced professionals who bring financial expertise and dedication to every client relationship.

Marco Santori

Marco Santori

Managing Director & CEO

With over 20 years in investment banking and wealth management, Marco leads our firm with strategic vision and deep financial expertise.

Sophia Chen

Sophia Chen

Chief Investment Officer

Sophia brings 15 years of portfolio management experience, specializing in equity markets and alternative investments.

James Robertson

James Robertson

Director of Corporate Finance

James specializes in M&A and capital markets, with extensive experience advising mid-market and Fortune 500 companies.

Contact Our Financial Experts

Get in touch with our team for a confidential consultation about your financial needs and goals.

Get in Touch

Contact us today to schedule a consultation with one of our financial experts.

Office Location

Street Address:
720 SENECA ST STE 107
SEATTLE, WA 98101-3265
UNITED STATES

Mailing Address:
720 SENECA ST # 1101
SEATTLE, WA 98101-2764

Phone Number

308-295-2327

Monday-Friday: 8:30am-5:30pm PST
Saturday: 9am-1pm PST (by appointment)

Email Address

mbenkozaachib@outlook.fr

General Inquiries: info@sanpaolofinanze.com
New Clients: clients@sanpaolofinanze.com

Office Hours

Monday - Thursday: 8:30 AM - 5:30 PM
Friday: 8:30 AM - 5:00 PM
Saturday: By appointment only
Sunday: Closed

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