Dao Starita

As a financial advisor and portfolio advisor, I help individuals, families, and business owners bring clarity and structure to their financial lives - from managing cash flow to preparing for retirement, transitions, and legacy planning.

My approach is relationship-first and strategy-driven: I help clients look ahead, plan intentionally, and move forward with greater confidence as they navigate key life moments - from growth and career changes to family milestones and long-term goals. Drawing from patterns I've seen with similar clients, I offer perspective to support more thoughtful, informed decisions.

With over a decade in enterprise product development, I bring a long-term, systems-based mindset to financial planning. I'm also actively engaged in our local community and passionate about supporting people who are building toward something meaningful.

I welcome the opportunity to connect and be a trusted resource at every stage of your financial journey.