Daniel has sixteen years’ of real-world experience helping individuals and families achieve their financial goals. He credits his realistic and practical approach to financial planning to his combination of academic disciplines and his designation as a CERTIFIED FINANCIAL PLANNER™ Practitioner.
As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Daniel is held to the highest of standards of ethics and responsibility. The CFP® certification clearly identifies professionals who meet the initial and ongoing high standards of competency.
As a CFP® Practitioner, Daniel is your personal financial advocate working exclusively in the role of a “fiduciary” by always putting clients’ needs and best interests first.
Daniel began his career on working on Wall Street at a major wirehouse in 2002 and has been a member of Mensa International since 1988. He earned his Bachelor of Science in Biology from William Paterson University in Wayne, NJ and recognizing the need to leverage technology early on he earned his Associate of Applied Science in Computer Information Systems from DeVry University in New Brunswick, NJ. Daniel is a lifelong investor and he enjoys the culinary arts, nature photography, traveling with his family, and SCUBA diving.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and D.R. Martin and Associates, LLC are not affiliated.
CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This communication is strictly intended for individuals residing in the states of NJ, NY, PA, and SC. No offers may be made or accepted from any resident outside the specific state(s) referenced.