Daniel Carbone, Pfp®, Ris Email & Phone Number

Everyone’s financial aspirations are unique, but a tailored financial plan is one common factor that the majority of financially successful people share. Using a holistic approach, I work alongside my clients to take into consideration all facets of their finances - identifying goals, prioritizing them and implementing strategies to be successful for the long road ahead.As an Ontario Certified Teacher, now Financial Planner, I strive to empower my clients with the financial literacy needed to make informed, effective and confident financial decisions for themselves and for their families. It’s important to understand the strategies and solutions that we undertake to achieve your goals. I specialize in:• Financial Education (follow me on The Dan & Jay Show Podcast)• Strategic Financial Planning• Retirement Strategies• Estate Planning• Socially Responsible InvestingAs a Niagara resident I am passionate about giving back to our local community including Wellspring Niagara, Community Cares and United Way. I have seen first hand how meaningful involvement can positively impact our local area, and I strongly believe in being a proactive member. When I’m not at work you can find me enjoying family time with my wife and son, enjoying the outdoors, or supporting my beloved West Ham United – Come on You Irons!As your Financial Planner and neighbour, I look forward to working alongside you to tailor a holistic plan designed specifically for you, so you can take control of your future.The Dan & Jay Show Podcast can be found at:https://www.spreaker.com/show/the-dan-jay-show