Daniel Nardolillo, Cfp®

Daniel Nardolillo, Cfp® Email and Phone Number

Director of Planning at WealthPlan Advantage @ WealthPlan Advantage
morristown, tennessee, united states
Daniel Nardolillo, Cfp®'s Location
San Francisco Bay Area, United States
About Daniel Nardolillo, Cfp®

"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

Daniel Nardolillo, Cfp®'s Current Company Details
WealthPlan Advantage

Wealthplan Advantage

View
Director of Planning at WealthPlan Advantage
morristown, tennessee, united states
Employees:
3
Daniel Nardolillo, Cfp® Work Experience Details
  • Wealthplan Advantage
    Director Of Planning
    Wealthplan Advantage Apr 2024 - Present
    San Francisco Bay Area
    Oversees the strategy and construction of financial plans.
  • Wealthplan Advantage
    Director Of Operations
    Wealthplan Advantage Jul 2021 - Apr 2024
    Oversees 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.
  • Wealthplan Advantage
    Operations Manager
    Wealthplan Advantage Jan 2019 - Jul 2021
  • Wealthplan Advantage
    Client Relationship Manager
    Wealthplan Advantage Jun 2015 - Jan 2019
  • Summit Financial
    Associate Wealth Advisor
    Summit Financial Jul 2021 - Present
    Morristown, Nj
    Strategic 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

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.