Broker Check

About Dan

Dan's Credentials

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