Dan is an insightful finance professional with great pride in his trustworthiness and ethical approach. With a robust banking background at Santander, he rapidly ascended from Relationship to Select Banker, serving high net-worth clients and managing their relationships with the bank. In 2020, he joined Equitable Advisors, where he implements asset allocation strategies using Morningstar models and research. Dan is committed to safeguarding clients' assets, having received extensive training in insurance strategies for financial security and family protection. Currently pursuing the Chartered Financial Consultant designation through the American College of Financial Services, Dan holds licenses including Series 7, 66, life insurance, and health insurance. His insightful approach positions him as a trusted advisor, dedicated to enhancing clients' financial well-being and security.
Securities
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095
R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960
R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719
R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876