About Daniel
Daniel works with his advisory team to analyze clients’ situations, provide guidance, and present structured financial plans to help them achieve their goals. Daniel focuses on ongoing portfolio construction analysis and wealth planning analysis for clients, keeping a watchful eye to ensure plans stay relevant as changes occur over their lives. He finds it rewarding to see the joy clients feel when they achieve their most important goals, and he takes pride in his commitment to do what is in his clients’ best interests.
Born and raised on Long Island, Daniel resides in Sayville, New York, with his wife. Outside of work, he enjoys spending time with family, playing golf, and finding every excuse to make it to a baseball game.
Education and Professional Milestones
-Long Island University, C.W. Post Campus - bachelor’s degree in accounting
-Was an investment advisor representative at Lighthouse Financial Network
-Played professional baseball in the Los Angeles Dodgers organization
Daniel works with his advisory team to analyze clients’ situations, provide guidance, and present structured financial plans to help them achieve their goals. Daniel focuses on ongoing portfolio construction analysis and wealth planning analysis for clients, keeping a watchful eye to ensure plans stay relevant as changes occur over their lives. He finds it rewarding to see the joy clients feel when they achieve their most important goals, and he takes pride in his commitment to do what is in his clients’ best interests.
Born and raised on Long Island, Daniel resides in Sayville, New York, with his wife. Outside of work, he enjoys spending time with family, playing golf, and finding every excuse to make it to a baseball game.
Education and Professional Milestones
-Long Island University, C.W. Post Campus - bachelor’s degree in accounting
-Was an investment advisor representative at Lighthouse Financial Network
-Played professional baseball in the Los Angeles Dodgers organization