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.
I believe financial success isn't about chasing the next big trend. It's about making clear, thoughtful decisions that move you closer to what matters most in your life. My role is to help families and business owners cut through the complexity, organize the moving parts, and create a plan that adapts as life changes.
For some, that means preparing for retirement with confidence. For others, it's preserving a family business, funding a child's education, or making sure their hard work supports the next generation. Along the way, we also talk about the bigger picture. Things like:
- Health: planning for healthcare expenses, now and in the future
- Home: whether to upsize, downsize, remodel, or purchase a second home
- Family: protecting and providing for loved ones across generations
- Giving: supporting causes and communities that matter to you
- Work: transitioning out of a business, starting a new venture, or redefining work in retirement
- Finances: coordinating it all into one clear, adaptable strategy
What makes our approach different is the breadth or resources we can bring to the table. The team's industry knowledge and experience help us provide you with:
- Potential risk management strategies
- Trust and estate planning services
- Tax-minimizing strategies
- Access to Bank of America for your credit and banking needs
To me, success ins't a number on a page. It's the confidence of knowing you're making progress toward your goals, with the flexibility to adjust as life and markets shift.
Investing involves risk. There is always the potential of losing money when you invest in securities.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
