Daniel Wendol Email and Phone Number
Daniel Wendol work email
- Valid
- Valid
- Valid
- Valid
- Valid
Daniel Wendol personal email
- Valid
Daniel Wendol phone numbers
More people are retiring in Florida than ever before. It seems like the process should be easy. The problem is that many financial people don't know how to help their clients change their financial situation to meet the new and different demands of retirement.The retirement process goes well beyond managing risks and investments, but also must include income planning, social security planning, medicare & healthcare decisions, and dealing with challenges only faced when one retires.I help people with the financial decisions surrounding retirement as the owner of Dolphin Financial Group, a Registered Investment Advisor and insurance broker.Experienced in financial planning, income planning, equities trading, life/accident/health insurance, I help people retire with increasing income and decreasing stress.Specialties: Retirement planning, asset allocation, medicare/health insurance, maximizing social security income, income planning, financial planning, investment management, longevity planning.
Dolphin Financial Group
View- Website:
- dolphinfinancialgroup.com
- Employees:
- 4
-
Ceo & FounderDolphin Financial Group Nov 2013 - PresentTampa/St. Petersburg, Florida Area -
Retirement Income PlannerTotal Retirement Security Planning & Mentoring Group Oct 2009 - Nov 2013Tampa/St. Petersburg, Florida AreaIndependent insurance agent focused on Life, Disability, Health, & Annuity products and retirement planning discussions with clients. -
Equities TraderChimera Securities Mar 2007 - Mar 2010Greater New York City Area -
Portfolio Manager, TraderTrillium - Labs - Trading - Funds Jan 2005 - Mar 2007Greater New York City Area
Daniel Wendol Skills
Frequently Asked Questions about Daniel Wendol
What company does Daniel Wendol work for?
Daniel Wendol works for Dolphin Financial Group
What is Daniel Wendol's role at the current company?
Daniel Wendol's current role is Retirement Planning Specialist. Helping people manage a seamless transition from work to retirement as a CERTIFIED FINANCIAL PLANNER™ professional..
What is Daniel Wendol's email address?
Daniel Wendol's email address is we****@****ail.com
What is Daniel Wendol's direct phone number?
Daniel Wendol's direct phone number is 888-508*****
What skills is Daniel Wendol known for?
Daniel Wendol has skills like Retirement Planning, Life Insurance, Strategic Financial Planning, Fixed Annuities, Disability Insurance, Insurance, Asset Allocation, Investments, Retirement, Long Term Care, Term Life Insurance, Equities.
Who are Daniel Wendol's colleagues?
Daniel Wendol's colleagues are Brijesh Kumar Yadav, Avishek Gjosh, Sheila Ossowski, Shelley Cole.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial