Dan became a Certified Financial Planner™ (CFP®) practitioner in 1997 when he completed the CFP® Board of Standards stringent licensing requirements. Dan joined Pinnacle Investments in 2001 at the supervisory level by successfully passing the Financial Industry Regulatory Authority (FINRA) General Securities Principal Examination (Series 24). In addition, Dan is a FINRA General Securities Representative (Series 7), State Securities Agent (Series 63) and is New York State Insurance licensed for Life, Accident and Health. In addition to overseeing Pinnacle Solutions, the insurance consulting arm of Pinnacle Investments, Dan serves as Chief Executive Officer of Pinnacle’s Confidential Planning Corporation. Dan and his family reside in Manlius, New York; however, Dan flies down to Hilton Head Island once per quarter to help May River Medicare client’s with their portfolio reviews.
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