Daniel Nardolillo, Cfp® Email and Phone Number
"Simplicity is the ultimate sophistication" - Leonardo da VinciInvestment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”), a SEC Registered Investment Adviser, doing business as WealthPlan Advantage, 191 Washington Street, Morristown, NJ 07960. Securities brokerage offered through APW Capital, Inc., (“APW”), Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866. APW and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC an affiliate of Summit. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit Financial LLC. Neither the Advisor or Summit Financial LLC are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice
Wealthplan Advantage
View- Employees:
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Director Of PlanningWealthplan Advantage Apr 2024 - PresentSan Francisco Bay AreaOversees the strategy and construction of financial plans. -
Director Of OperationsWealthplan Advantage Jul 2021 - Apr 2024Oversees all day-to-day service activities, portfolio allocation, and money flows to and from client accounts. Plays a key role in client onboarding and the implementation of financial plans, utilizing the eMoney software and its digital statement share tool. -
Operations ManagerWealthplan Advantage Jan 2019 - Jul 2021 -
Client Relationship ManagerWealthplan Advantage Jun 2015 - Jan 2019 -
Associate Wealth AdvisorSummit Financial Jul 2021 - PresentMorristown, NjStrategic RIA partnership with WealthPlan Advantage, providing access to Summit's top-tier array of technology, investment, and integrated planning solutions.
Daniel Nardolillo, Cfp® Education Details
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Psychology -
Catalyst Program
Frequently Asked Questions about Daniel Nardolillo, Cfp®
What company does Daniel Nardolillo, Cfp® work for?
Daniel Nardolillo, Cfp® works for Wealthplan Advantage
What is Daniel Nardolillo, Cfp®'s role at the current company?
Daniel Nardolillo, Cfp®'s current role is Director of Planning at WealthPlan Advantage.
What schools did Daniel Nardolillo, Cfp® attend?
Daniel Nardolillo, Cfp® attended Boston College, Boston College Carroll School Of Management, Mount Saint Joseph High School.
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