Dené Sanfillipo

Financial Services Representative, Principal Securities Registered Representative, Financial Advisor

Dené is a financial professional serving medical professionals, business owners, and executives. She started her career with Principal Financial Group in 1997 immediately following graduation from The Ohio State University. She later established Sanfillipo Financial in 2001. Dené has been actively educating physicians at Wexner Medical center since 1998. She presents often to the residents and fellows during their training on the importance of disability income insurance and financial planning. Dene’ also enjoys working with business owners in the areas of employee benefits, risk management and exit planning. She obtained her Certified Exit Planning Advisor designation in 2023 to enhance her education and expertise in Business Consulting and Exit Strategies for business owners.

Her spouse, James S. Sanfillipo III, has been an owner in the family produce business since 1996. Their dual self-employed household has contributed to Dene’s experience understanding the challenges owners face during growth and transitioning to retirement.

Dené feels that "This business isn't just about dollars and cents, it's about the clients ability to take care of what's most important. Whether it be a spouse, partner, children, friends, parents, a business or all of the above; executing a solid path to success can be simple with the right team of educators." She feels that simple education of complex matters is best to help clients feel comfortable implementing a plan of action.

Dené and James married in 2000 and have three daughters Maria, Gina & Julia. They currently reside in Dublin, Ohio. In her spare time she enjoys coaching & playing volleyball, golf, boating, and is a huge sports fan...especially of THE Ohio State Buckeyes and Cincinnati Bearcats.




Phone 614-659-7302
Fax 855-344-3686
Mobile Phone 614-482-1856