Daniel Wendol

Daniel Wendol Email and Phone Number

Retirement Planning Specialist. Helping people manage a seamless transition from work to retirement as a CERTIFIED FINANCIAL PLANNER™ professional. @ Dolphin Financial Group
clearwater, florida, united states
Daniel Wendol's Location
Clearwater, Florida, United States, United States
Daniel Wendol's Contact Details
About Daniel Wendol

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.

Daniel Wendol's Current Company Details
Dolphin Financial Group

Dolphin Financial Group

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Retirement Planning Specialist. Helping people manage a seamless transition from work to retirement as a CERTIFIED FINANCIAL PLANNER™ professional.
clearwater, florida, united states
Employees:
4
Daniel Wendol Work Experience Details
  • Dolphin Financial Group
    Ceo & Founder
    Dolphin Financial Group Nov 2013 - Present
    Tampa/St. Petersburg, Florida Area
  • Total Retirement Security Planning & Mentoring Group
    Retirement Income Planner
    Total Retirement Security Planning & Mentoring Group Oct 2009 - Nov 2013
    Tampa/St. Petersburg, Florida Area
    Independent insurance agent focused on Life, Disability, Health, & Annuity products and retirement planning discussions with clients.
  • Chimera Securities
    Equities Trader
    Chimera Securities Mar 2007 - Mar 2010
    Greater New York City Area
  • Trillium - Labs - Trading - Funds
    Portfolio Manager, Trader
    Trillium - Labs - Trading - Funds Jan 2005 - Mar 2007
    Greater New York City Area

Daniel Wendol Skills

Retirement Planning Life Insurance Strategic Financial Planning Fixed Annuities Disability Insurance Insurance Asset Allocation Investments Retirement Long Term Care Term Life Insurance Equities Portfolio Management Finance Health Insurance Universal Life Estate Planning Equity Trading Asset Managment Wealth Management Social Security Income Strategy Investment Management Iras Indexed Annuities Wealth Investment Strategies Financial Goals Alternative Investments Wealth Management Services Investment Advisory Financial Advisory 401k Financial Services High Net Worth Individuals Series 65 401k Rollovers Roth Ira Financial Planners

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.

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