Daniel Covell, Crpc®

Daniel Covell, Crpc® Email and Phone Number

Financial Planner at Pruco Securities, LLC @ Prudential Financial
Daniel Covell, Crpc®'s Location
Toms River, New Jersey, United States, United States
Daniel Covell, Crpc®'s Contact Details

Daniel Covell, Crpc® personal email

n/a
About Daniel Covell, Crpc®

Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Daniel Covell, Crpc®'s Current Company Details
Prudential Financial

Prudential Financial

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Financial Planner at Pruco Securities, LLC
Daniel Covell, Crpc® Work Experience Details
  • Prudential Financial
    Financial Planner
    Prudential Financial Jan 2022 - Present
    Newark, New Jersey, Us
    • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
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  • Cg Moneta Consulting
    Managing Partner
    Cg Moneta Consulting May 2019 - Present
    Little Egg Harbor, New Jersey, Us
    CG Moneta Consulting is the nation's premier b2b cost reduction firm.As such, I work closely with business owners, upper management and executives in reducing costs and increasing cash flow through our portfolio of services. In addition, I'm responsible for growing our footprint and ensuring that our firm meets aggressive goals, including having a presence in all 50 states by 2027. I've helped to develop a process to increase cash flow which has been perfected throughout the years and requires very little time of our client, their management or their staff.I am responsible for designing our proof of concept phase for initial engagements that includes a complimentary Cost Reduction Analysis for businesses and nonprofits. This allows you to perform your due diligence based on your estimated "beneficial savings" while allowing our experts to produce a "proof of concept". No risk, no obligation and no upfront fee. Keep in mind, CG Moneta LLC reduces your cost on existing service providers. We do not recommend nor will we ever change your current vendor(s) of choice. We simply reduce the expense(s) of current services.
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  • Rm Financial Management, A Financial Advisory Practice Of Ameriprise Financial Services, Inc.
    Financial Advisor, Vice President
    Rm Financial Management, A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Oct 2014 - Jun 2020
    Investments, Retirement Income Strategies, Retirement Planning Strategies, Family Finances, Cash Flow Management Strategies, Retirement Plan Distribution, Saving for Education, Wealth Preservation Strategies
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Nov 2010 - Oct 2014
    St. Louis, Missouri, Us
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  • Pnc Investments
    Financial Advisor
    Pnc Investments Aug 2006 - Nov 2010

Daniel Covell, Crpc® Education Details

  • Certification For Long-Term Care, Llc
    Certification For Long-Term Care, Llc
    Certification For Long-Term Care®
  • The College For Financial Planning
    The College For Financial Planning
    Chartered Retirement Planning Counselor - Crpc®

Frequently Asked Questions about Daniel Covell, Crpc®

What company does Daniel Covell, Crpc® work for?

Daniel Covell, Crpc® works for Prudential Financial

What is Daniel Covell, Crpc®'s role at the current company?

Daniel Covell, Crpc®'s current role is Financial Planner at Pruco Securities, LLC.

What is Daniel Covell, Crpc®'s email address?

Daniel Covell, Crpc®'s email address is da****@****mpf.com

What schools did Daniel Covell, Crpc® attend?

Daniel Covell, Crpc® attended Certification For Long-Term Care, Llc, The College For Financial Planning.

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