
Daniel Da Ponte, AIF® ddaponte@axisfinancialgrp.com President
Prior to forming the Axis Financial Group, Inc., in 2005, Daniel was a financial advisor at UBS Financial Services, Inc., in Providence, Rhode Island. He holds FINRA Series 7 and 66 securities registrations and is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, Member FINRA, a Registered Investment Adviser.
Daniel also holds a life and health insurance license and has earned a graduate certificate in personal financial planning from Kansas State University. He is currently a master's degree candidate in personal financial planning at Kansas State. Daniel has earned the Accredited Investment Fiduciary ® (or AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. In addition, he is fluent in Portuguese.
Daniel graduated from the University of Rhode Island in May 2000 with a degree in business administration. He is also a graduate of La Salle Academy, where he was a member of the ice hockey team and a recipient of the Sportsmanship Award. In addition, Daniel is very active in his community. Since 1999, he has been a member of the Rhode Island State Senate. 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.
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 and of Casa dos Acores da Nova Inglaterra. He is also a past board member of the Boys & Girls Club of East Providence and the East Bay Mental Health Center.
During his spare time, Daniel enjoys spending time with his wife, Marcia, and their children, Antonio and Sofia.
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