Dylan Santeramo is not your typical financial professional. Born in New York and raised in Garner, NC, Dylan embarked on a unique journey before entering the financial services industry. A graduate of the University of North Carolina at Chapel Hill with a degree in Biology focusing on Botany and Genetics, Dylan’s professional background includes diverse roles in child and elder care, laboratories, greenhouses, botanical gardens, startups, and multinational corporations, all centered around plant biology and agriculture.
Driven by a desire for a career change that aligns with his passion for helping others and continuous personal growth, Dylan transitioned into the financial industry. His journey to Consolidated Planning started as a hobby in retail investing and trading in 2017. What began as a hobby evolved into a passion for building and developing scanners and programs to identify potential trades within financial markets. Dylan’s dedication led him to take and pass the SIE Exam, ultimately bringing him to CP.
Dylan’s ideal clients are open-minded to ideas about transforming their lives through finances and seizing new opportunities.
Dylan’s mission is to establish long-term relationships and eliminate the stress and worries surrounding finances for his clients.
Outside of his professional life, Dylan finds joy in chess, fashion, connecting with nature, gardening, and stargazing.
In addition to his professional and personal interests, Dylan is multilingual, speaking English, Spanish, and Italian. He married his high school sweetheart, Kyra, in 2022 and takes pride in being part of a large and connected family.