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Daniel Covell, Crpc® Email & Phone Number

Financial Planner at Pruco Securities, LLC at Prudential Financial
Location: Toms River, New Jersey, United States 5 work roles 2 schools
1 work email found @ampf.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@ampf.com
LinkedIn Profile matched
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Current company
Prudential Financial
Role
Financial Planner at Pruco Securities, LLC
Location
Toms River, New Jersey, United States

Who is Daniel Covell, Crpc®? Overview

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Quick answer

Daniel Covell, Crpc® is listed as Financial Planner at Pruco Securities, LLC at Prudential Financial, based in Toms River, New Jersey, United States. AeroLeads shows a work email signal at ampf.com and a matched LinkedIn profile for Daniel Covell, Crpc®.

Daniel Covell, Crpc® previously worked as Financial Planner at Prudential Financial and Managing Partner at Cg Moneta Consulting. Daniel Covell, Crpc® holds Certification For Long-Term Care® from Certification For Long-Term Care, Llc.

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Email format at Prudential Financial

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*@ampf.com
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Profile bio

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

Current workplace

Daniel Covell, Crpc®'s current company

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Prudential Financial
Prudential Financial
Financial Planner at Pruco Securities, LLC
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5 roles

Daniel Covell, Crpc® work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Prudential Financial

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.
Jan 2022 - Present

Managing Partner

Current
Cg Moneta Consulting

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.

May 2019 - Present

Financial Advisor, Vice President

Rm Financial Management, A Financial Advisory Practice Of Ameriprise Financial Services, Inc.

Investments, Retirement Income Strategies, Retirement Planning Strategies, Family Finances, Cash Flow Management Strategies, Retirement Plan Distribution, Saving for Education, Wealth Preservation Strategies

Oct 2014 - Jun 2020

Financial Advisor

Pnc Investments
Aug 2006 - Nov 2010
2 education records

Daniel Covell, Crpc® education

Certification For Long-Term Care®

Certification For Long-Term Care, Llc

Chartered Retirement Planning Counselor - Crpc®

The College For Financial Planning
FAQ

Frequently asked questions about Daniel Covell, Crpc®

Quick answers generated from the profile data available on this page.

What company does Daniel Covell, Crpc® work for?

Daniel Covell, Crpc® works for Prudential Financial.

What is Daniel Covell, Crpc®'s role at Prudential Financial?

Daniel Covell, Crpc® is listed as Financial Planner at Pruco Securities, LLC at Prudential Financial.

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

AeroLeads has found 1 work email signal at @ampf.com for Daniel Covell, Crpc® at Prudential Financial.

Where is Daniel Covell, Crpc® based?

Daniel Covell, Crpc® is based in Toms River, New Jersey, United States while working with Prudential Financial.

What companies has Daniel Covell, Crpc® worked for?

Daniel Covell, Crpc® has worked for Prudential Financial, Cg Moneta Consulting, Rm Financial Management, A Financial Advisory Practice Of Ameriprise Financial Services, Inc., Wells Fargo Advisors, and Pnc Investments.

How can I contact Daniel Covell, Crpc®?

You can use AeroLeads to view verified contact signals for Daniel Covell, Crpc® at Prudential Financial, including work email, phone, and LinkedIn data when available.

What schools did Daniel Covell, Crpc® attend?

Daniel Covell, Crpc® holds Certification For Long-Term Care® from Certification For Long-Term Care, Llc.

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