About Dan

• 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. 

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