Dan is a financial advisor & partner of DND Wealth Management. He has been in the financial industry roughly 26 years. He started his career at a large firm.
In 2002, he decided to go independent and transition away from the traditional wirehouse. He wanted to run a business practice focusing on client needs rather than being tied down to wirehouses proprietary products. In addition he has more time to spend on existing clients. This is only possible as an independent financial advisor.
Dan attended CSI college and holds his FINRA Series 7, 31, 63 & 66 registrations with Aegis Capital Corp. .He is also registered as a life insurance agent in the states of NY/NJ. In his spare time, Dan enjoys spending time with his family and is a sports enthusiast . His hobbies are yoga, cycling & any other challenging exercise regimens.
