Dane Depolo is a Registered Financial Advisor who joins The Monitor Group with more than eight years of experience in the financial services industry. He works primarily with individuals and families, providing guidance in retirement planning, investment management, and risk mitigation. Dane takes a collaborative, client‑first approach, partnering with clients to align financial strategies with long‑term objectives. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and is currently pursuing the CFP® certification.
Dane earned a degree in Finance from the University of Portland. His professional background includes experience in private equity and venture capital at Merrill Lynch in San Francisco, CA, followed by supporting multiple advisory practices at RBC Wealth Management in Austin, TX. This experience led to his role as a financial advisor with LPL Financial before joining The Monitor Group.
Outside of work, Dane enjoys skiing, golfing, boating, watching and playing soccer (Go Everton!), and spending time outdoors with his wife, Andy, and their Pomeranian, Daisy.
CRPC conferred by College for Financial Planning.
