We are a company driven by a legacy mindset. Established in 2002 by our visionary founder, Daniel Danese, Legacy Solutions was created to deliver exceptional service and unparalleled value to our esteemed clients. Our unwavering commitment to family values motivates us to assist you in building a robust financial legacy that can be cherished by future generations.
Daniel Danese, CFP®, CLU®, RICP®
Although I earned a BS in Geology from West Chester University in 1984 I immediately entered the financial services industry upon graduation. After experiencing planning, management and corporate executive roles I decided in 2001 to get back to having fun again and providing true value to others. Shortly thereafter I established Legacy Solutions and what a pleasure it has been to serve likeminded people as they achieve certain milestones and their ultimate goals. I have been married to Suzanne since 1984 (yes, a big year!), have four wonderful children and four grandchildren; there is capacity for more!
Jeff Hall, CFP®, AIF®
Why did I get into the business? At first, out of Penn State, the business came to me, although I was on the other side of the table. My clients were financial advisors, and I saw the good the bad and the ugly of that side of the business. During this time was when I met Dan, and he was one of the advisors that were doing it with a way that matched my same values, so he and I talked and I decided to make the transition to a personal financial advisor. This allows us to help people while also protecting them from bad advice. I have been with Legacy Solutions since 2010 while I have seen my family outgrow West Chester and now live in Downingtown with my wife Patty and 4 daughters – Abby, Logan, Kennedy and Payton.
Ciara Danese Price, CFP®, CSLP®
Partner & Chief Operating Officer
I started with Legacy Solutions well over a decade ago while in college for some extra spending cash and never left. This very well may make me the longest tenured single-employer Millennial you know. My role has evolved over the years from an administrative assistant into a key financial planner and Chief Operating Officer. You likely will catch me working at very odd hours to allow me to stay home with my daughter during her first few years. My husband Kevin, daughter Sienna and I live in Landenberg on our family farm with an entertaining group which includes horses, goats, chickens, cats and a dog.
Chief Compliance Officer
I entered the business straight out of high school as an office Admin. I continued to study and learn more about the business while working in it, which resulted in getting insurance and securities registered and also becoming a Notary Public. I started working with Dan as his assistant over 30 years ago and joined Legacy Solutions when it was first established in 2002. I have worn various hats within the firm over the years and am now the Chief Compliance Officer. I live in Newark with my husband David, and son Sean who is in high school.
I recently joined Legacy Solutions in 2023 looking to make a transition from Education as a math teacher. I love working with numbers and helping people achieve their goals, so this new role has been a great fit for me. My husband and I recently moved to Chester County in 2022 from Hawaii with our young daughter and three dogs. My husband is a helicopter pilot in the Army so we have had the opportunity to live in many amazing places, but we are hoping to lay some roots here and we feel very fortunate to live in such a beautiful area! We love traveling, camping, and being outdoors.