CERTIFIED FINANCIAL PLANNER™
Daniel graduated from the University at Albany in 2005 with a dual major in Business and Psychology. Shortly after, he began his career in Financial Planning. Dan started at Foresters Financial in 2007, and continued building his client base throughout the Great Recession. While working at Foresters he continued his education by acquiring additional licenses and becoming supervisor at his company. After 9 years, Dan decided to transition to an independent firm in order to better serve his clients. He joined forces with Alfred Russo at LPL Financial in November of 2016 and became CFP Certified 1 year later. Currently, Dan is happily married with a son Hayden born Aug 2017, and a daughter Kaia born Feb 2019. His family resides in Massapequa, NY.