Daniel Da Ponte, AIF®
Founder | Managing Principal | Senior Financial Advisor
E-mail:
Phone:
Address:
400 Massasoit Avenue, Suite 112
East Providence, RI, 02914
As an entrepreneur, financial advisor, and former state legislator, I’m honored when I’m invited to speak about financial planning and public policy at conferences, symposiums, and classrooms.
When I was 20, I was elected to represent the City of East Providence in the Rhode Island Senate. From 2009 to 2017, I chaired the Senate Finance Committee, leading budget negotiations, shaping major tax reforms, and contributing to the groundbreaking Rhode Island Retirement Security Act while advocating for enhanced IT infrastructure in the state.
My connection to the Portuguese-American community is strong. I’m the son of Azorean immigrants and speak fluent Portuguese. I provide weekly economic and financial market commentary on WJFD 97.3 FM’s Portuguese-language program, “Financial Journal.”
One of my proudest moments was being recognized by the President of the Republic of Portugal and awarded the insignia of Commander of the Order of Merit for my contributions to the Portuguese-American community.
I also have deep faith-based and community connections. I’m an active parishioner at St. Francis Xavier Church in East Providence and a member of the Holy Ghost Beneficial Brotherhood of Rhode Island. I serve as Board Chair of the Greater Providence YMCA, I’m a board member of Neighborhood Health Plan of Rhode Island, and I’m a past board member of the Portuguese-American Leadership Council of the United States (PALCUS).
When I’m not working or serving my community, you can find me enjoying the outdoors, watching my children’s sporting events, or spending quality time with family and good friends.
Axis Wealth Partners
My Specialities
Financial Planning
Acting as your trusted advisor, I create customized plans for successful individuals and families facing complex situations
Wealth Management & Estate Planning
We’ll collaborate to ensure the financial strategies we recommend align with your monetary needs and long-term family succession goals
Retirement Planning
Working together, we’ll develop a retirement plan that helps you feel prepared—and helps ensure you won’t outlive your assets.
Investment Management
By assessing and monitoring your risk tolerance, we can create and monitor an investment portfolio that maximizes tax efficiency and long-term market opportunities.
