Daniel is an Investment Advisor Representative with Voya Financial Advisors and a Career agent with Voya Retirement Insurance and Annuity Company.
Daniel has over 15 years of retirement planning experience and works with retirement plan sponsors, individuals and families.
Daniel holds Finra series 7 and 66 registrations as well as Insurance licenses.
Daniel has earned the following designation and is in good standing with the granting authority:
- Chartered Retirement Planning Counselor℠; College for Financial Planning
The Chartered Retirement Planning Counselor℠ (CRPC®) is awarded by the College for Financial Planning to applicants who complete course work in pre- and post-retirement needs, asset management, estate planning, retirement planning and adhere to a strict code of ethics.