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Daniel Corredor Email & Phone Number
Financial Planner
at
Medi Financial Services, LLC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Boca Raton, Florida, United States
Company size
Who is Daniel Corredor? Overview
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Daniel Corredor is listed as Financial Planner at Medi Financial Services, LLC, a with 3 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Daniel Corredor.
Daniel Corredor previously worked as Wealth Management Advisor at Coastal Wealth and Field Director at Northwestern Mutual. Daniel Corredor holds Financial Forensics And Fraud Investigation from Florida Atlantic University.
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Medi Financial Services, LLC
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Profile bio
About Daniel Corredor
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.As a Financial Advisor at Coastal Wealth, I strive to bring solutions to Medical and Business Professionals that will improve their financial future, give them peace of mind and have a generational impact.Have you found yourself having these feelings:❌ Frustrated from your work duties causing your finances to take a back seat?❌ Stressed out from working too many hours and missing out on precious time with friends and loved ones?❌ Confused about how to keep your hard-earned dollars in your pocket tax year after tax yearPerhaps you never had the chance to find a trusted authority in the Financial Planning and Protection space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your finances due to business that may go overlooked.Well, I’m very proud to say that thanks to the expertise and work done as a Financial Advisor at Coastal Wealth, I can help you with things like:✔ An advisor that will listen and take action to make your dream of financial freedom a reality.✔ We will take the stress off of you and your finances leaving you more time with the ones you love.✔ Find the right tax strategy for you and your financial goals with money back in your pocket year after year.To learn more about how we can help you reach financial stability, please shoot me a direct message through LinkedIn or use the contact information below:☏ 561-632-6227✉ dcorredor@mycoastalwealth.comTax Planning | Wealth Management | Estate Planning | Life Insurance
Current workplace
Daniel Corredor's current company
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Medi Financial Services, Llc
5 roles
Daniel Corredor work experience
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Wealth Management Advisor
Current➤ WHAT WE DO:I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.➤ HOW WE DO IT:we help busy professionals take control of their financial future, understand financial wealth, protect their money, and pay less taxes. I make sure that my clients have a full understanding of the outcome they want and then how to get there with massive results. We help you:✔ Look at where you are today: Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.✔ Identify where you want to go: Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.✔ Put together a range of options to get you there: Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities.➤ WHAT MAKES US DIFFERENT:Unlike most firms that address only one aspect of your finances, our method takes a comprehensive approach making sure you are diversified for tax, risk, and liquidity. This process takes into account both asset management and risk-based planning via insurance to give you the best chance of financial success ✔ Want To Learn More?:☏ 561-632-6227✉ dcorredor@mycoastalwealth.comWealth Accumulation | Tax Planning | Retirement Planning | Estate Planning
Jul 2024 - Present
Field Director
Feb 2022 - Jul 2024
Financial Advisor
Sep 2018 - Jul 2024
Licensed Banker
Jun 2011 - Sep 2018
2 education records
Daniel Corredor education
Financial Forensics And Fraud Investigation
Associate Of Arts - Aa, General Studies
FAQ
Frequently asked questions about Daniel Corredor
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What company does Daniel Corredor work for?
Daniel Corredor works for Medi Financial Services, LLC.
What is Daniel Corredor's role at Medi Financial Services, LLC?
Daniel Corredor is listed as Financial Planner at Medi Financial Services, LLC.
Where is Daniel Corredor based?
Daniel Corredor is based in Boca Raton, Florida, United States while working with Medi Financial Services, LLC.
What companies has Daniel Corredor worked for?
Daniel Corredor has worked for Medi Financial Services, Llc, Coastal Wealth, Northwestern Mutual, and Jpmorgan Chase & Co..
Who are Daniel Corredor's colleagues at Medi Financial Services, LLC?
Daniel Corredor's colleagues at Medi Financial Services, LLC include Max Adams.
How can I contact Daniel Corredor?
You can use AeroLeads to view verified contact signals for Daniel Corredor at Medi Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Daniel Corredor attend?
Daniel Corredor holds Financial Forensics And Fraud Investigation from Florida Atlantic University.
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