Gregory Daniel, CFP®, CRPC®
Gregory L. Daniel, CFP®, CRPC® at Daniel Financial Managment Group LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Financial Planner, Chartered Retirement Counselor
-
Experience
-
Daniel Financial Managment Group LLC
-
Financial Services
-
1 - 100 Employee
-
Gregory L. Daniel, CFP®, CRPC®
-
Jan 1993 - Present
Securities Offered through Cadaret, Grant & Co. Inc. Member SIPC & FINRA. 110 W. Fayette Street, 5th FL, Syracuse, NY 13202. Daniel Financial Management and Cadaret, Grant are separate entities. CFP and Certified Financial Planner are certification marks of the International Board Standards and practices for Certified Financial Planner, Inc. (IBCFP). Securities Offered through Cadaret, Grant & Co. Inc. Member SIPC & FINRA. 110 W. Fayette Street, 5th FL, Syracuse, NY 13202. Daniel Financial Management and Cadaret, Grant are separate entities. CFP and Certified Financial Planner are certification marks of the International Board Standards and practices for Certified Financial Planner, Inc. (IBCFP).
-
-
-
-
Wealth Management Consultant
-
Jan 1988 - Jan 1993
-
-
Education
-
Economics
CRPC(tm), Retirement Planning -
College for Financial Planning
CFP, Certified Financial Planner -
Rutgers University
Bachelor's degree in Economics, Economics