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 Daniel C. Danese, CFP®, CLU
President
Education:
CERTIFIED FINANCIAL PLANNER™ certification: Certified Financial Planner Board of Standards, Inc., Denver, Colorado
Chartered Life Underwriter (CLU) designation: The American College, Bryn Mawr, PA
Bachelor of Science: West Chester University, West Chester, PA
Licenses:
Current FINRA Registrations*:
Series 7 - General Securities Representative
Series 24 - General Securities Principal
Series 63 - Registration in states in which business is conducted
Series 66 - To act as Investment Advisor Representative
Insurance Licenses:
Life, Health, and Variable Annuity- DE, FL, MD, NJ, NE, PA
*FINRA Registrations authorize a person to conduct business according to the securities regulations. Details available at www.FINRA.org
Experience:
March 2002 to Present
President- Legacy Solutions, Inc. specializes in wealth management, estate planning, retirement planning and executive benefits. Capital Analysts Incorporated, an independent broker-dealer, assists in securing and providing due diligence of select money managers and facilitates all securities transactions which are cleared through Pershing LLC (a subsidiary of The Bank of New York Mellon Corporation).
Legacy Solutions specializes in providing financial education and developing financial plans for pre-retirees, retirees, and business owners while utilizing a comprehensive wealth management approach. We have recently been recognized, again, as a Five Star Wealth Manager by Philadelphia Magazine (includes only 6% of all advisors in the Greater Philadelphia area). This is our second consecutive year. http://video.fivestarprofessional.com/philwm2009/dandanese
Member of the Pinnacle Study Group which is comprised of 18 creative, innovative, advanced planners of various affiliations and locations throughout the United States. http://www.pinnaclestudygroup.com/
Program Director and Adjunct Professor, Certificate on Financial Planning, a program at the University of Delaware's Lerner School of Business and the Division of Professional and Continuing Studies.
Adjunct Professor, Retirement Planning Course for Neumann College.
April 1999 to November 2001
Provident Mutual Life Insurance Company - Senior Vice-President of Distribution. Responsible for all lines of Distribution, nationally (including Puerto Rico) via independent planners, career representatives, brokerage, pension services and the subsidiary broker dealer, 1717 Capital Management Company. Company purchased by Nationwide Financial Group.
April 1996 to March 1999
The Prudential - Vice-President, Sales and Marketing. Responsible for all advisors and planners in PA, NJ, DE, and Northern Virginia.
March 1993 to April 1996
New York Life - Managing Partner for Delaware General Office in Wilmington, DE. Responsible for operations, productivity and profitability of advisors in DE, South Eastern PA, and portions of Northern MD.
November 1984 to March 1993
The Prudential - Worked in a variety of capacities. Served as Managing Partner of Wilmington Agency for three years after acting as Assistant to Vice-President which followed working as an advisor in the areas of executive benefits, wealth management, retirement planning and estate planning.
Personal:
Married and has four children
President of West Grove Avondale Rotary Club
Recognized as a Paul Harris fellow
Interests include golf, motorcycling and coaching a variety of youth sports.
Chairperson for Miles for Smiles motorcycle run which benefits local charities.
Past President of local General Agents and Managers Association (GAMA)
Member of The Financial Planning Association (FPA)
Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP®, Certified Financial Planner™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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