Corey N Daniel Email & Phone Number

As an Executive Member of 4thGen Wealth Management, Corey has an ownership stake in the firm and a vested interest in the service and care provided to each of our clients. Your first consultation with us is free. If the fit is right, we offer fee and commissioned-based services.Corey started in the financial services industry in 2001, and is a survivor of the World Trade Center terrorist attack on 9/11/01. The 4thGen Wealth Management team was formed in September 2012. In 2015, we opened the current office in Lodi, CA. Corey teaches his clients his simple equation for long term investing, which is "GREED > FEAR".We provide the local delivery of wealth management services. Attorneys, CPAs and other professionals are often involved as we do not provide legal or tax advice. We provide primarily fee-based financial and investment consulting. Our wealth management resources include personal retirement planning, IRAs and rollover services , corporate retirement plans, tax reduction strategies, life insurance, trust services and multi-generational wealth transfers. Visit our website for more information at www.4thgenwelath.com.Corey Daniel is a registered representative with and Securities and advisory services offered through LPL Financial a registered investment advisor, Member, FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.. Levy, Daniel & McGee Wealth Management is a separate entity from LPL Financial. Fee-based planning is not suitable for all investors. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of AK, AR, AZ, CA, CO, DC, FL, GA, HI, ID, MD, MO, NM, NV, OR, TX, VA, VT, WA, WY. CA Insurance Producer License Number 0D44957.

Listed skills include Retirement Planning, Financial Advisory, and Investment Strategies.

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  Cal Poly San Luis Obispo

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