About Dan

Dan's Credentials
- Certified Financial Planner™ Practioner (CFP®)
- Life Underwriter Training Council Fellow (LUTCF)
- Certification In Long Term Care (CLTC)
- Registered Representative
- Member and past president of the Estate Planning Council of Putnam County (Chapter of NAEPC)
- Member and past president of the Tri-Hudson chapter of the National Association of Insurance and Financial Advisors (NAIFA)
- College graduate, Bachelor of Science Degree: Rensselaer Polytechnic Institute
- Serving clients since 1988
- CA Insurance License # 0D66496
Resides in Putnam County, NY with his wife Rhonda
Enjoys hiking, fishing, golf, and the New York Mets
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck