Daniel D'Ordine, Cfp(R)

Daniel D'Ordine, Cfp(R) Email and Phone Number

Owner and Financial Advisor @ DDO Advisory Services, LLC
New York, NY, US
Daniel D'Ordine, Cfp(R)'s Location
New York, New York, United States, United States
Daniel D'Ordine, Cfp(R)'s Contact Details

Daniel D'Ordine, Cfp(R) work email

Daniel D'Ordine, Cfp(R) personal email

Daniel D'Ordine, Cfp(R) phone numbers

About Daniel D'Ordine, Cfp(R)

I help families, professionals, and business owners manage their financial affairs. Located in Manhattan and Rhinebeck, NY. I have held the CFP® certification since 2005. Complimentary consultations upon request. • Asset Management and Investment Advisory Services: utilizing leading institutional asset managers for retirement, businesses, trusts, and personal accounts. • Comprehensive Financial Planning: retirement planning, budgeting and cash flow; asset and liability management; insurance strategies and solutions (life insurance, long term disability insurance, long term care insurance); tax planning; college funding; portfolio analysis; buying a home; estate planning.• Insurance Strategies & Solutions: Life insurance for family protection, business protection and transfer (buy-sell agreements), and for supplemental retirement savings. Long term disability insurance for income replacement, and business protection and transfer (buy-sell agreements). Long term care solutions to help defray the cost of skilled home and nursing home care.

Daniel D'Ordine, Cfp(R)'s Current Company Details
DDO Advisory Services, LLC

Ddo Advisory Services, Llc

View
Owner and Financial Advisor
New York, NY, US
Website:
ddoadvisory.com
Employees:
2
Daniel D'Ordine, Cfp(R) Work Experience Details
  • Ddo Advisory Services, Llc
    Owner And Financial Advisor
    Ddo Advisory Services, Llc
    New York, Ny, Us
    View
  • Ddo Advisory Services, Llc
    Owner / Financial Advisor
    Ddo Advisory Services, Llc Oct 2010 - Present
    I help professionals plan for their future and protect their families. I also help retirees manage their assets during retirement. DDO Advisory Services, LLC is a fully independent registered investment advisor offering comprehensive financial planning services, investment management, and insurance (life, disability, long-term care). Complimentary initial consultations.
    View
  • Lwp/Walnut Street Securities, Inc.
    Financial Advisor
    Lwp/Walnut Street Securities, Inc. Jan 2004 - Sep 2010
    Developed and delivered comprehensive financial plans; managed client investments; wrote life and long-term disability insurance policies.
  • Lwp/Nathan & Lewis Securities
    Financial Planning Assistant
    Lwp/Nathan & Lewis Securities Jul 2001 - Dec 2003
    Worked in a variety of operational and project management capacities at a small financial planning firm.
  • Atos Kpmg Consulting
    Sr. Consultant
    Atos Kpmg Consulting Sep 1996 - Oct 2000
    Solved technical, efficiency, and operational problems for established and start-up media and entertainment companies.
    View
  • Aesc
    Membership & Information Manager
    Aesc Jan 1995 - Sep 1996
    Managed membership and technology projects for leading executive search association.
    View

Daniel D'Ordine, Cfp(R) Skills

Certified Financial Planner Life And Health Insurance Licenses Personal Finance Investment Management Personal Financial Planning Estate Planning Life Insurance Investments Investment Advisory Budgeting Cash Flow Estate Tax Planning Estate And Gift Taxation Charitable Giving Term Life Insurance Permanent Life Insurance Irrevocable Life Insurance Trusts Disability Insurance Long Term Care Long Term Care Insurance Asset Allocation Asset Management Portfolio Management Small Business Financial Management College Savings Plans Education Funding Finance Employee Benefits Inheritance Saving For Education Retirement Planning Retirement Savings Qualified Retirement Plans Non Qualified Deferred Compensation Small Business Retirement Planning First Time Home Buyers Home Equity Loans

Daniel D'Ordine, Cfp(R) Education Details

Frequently Asked Questions about Daniel D'Ordine, Cfp(R)

What company does Daniel D'Ordine, Cfp(R) work for?

Daniel D'Ordine, Cfp(R) works for Ddo Advisory Services, Llc

What is Daniel D'Ordine, Cfp(R)'s role at the current company?

Daniel D'Ordine, Cfp(R)'s current role is Owner and Financial Advisor.

What is Daniel D'Ordine, Cfp(R)'s email address?

Daniel D'Ordine, Cfp(R)'s email address is dd****@****ail.com

What is Daniel D'Ordine, Cfp(R)'s direct phone number?

Daniel D'Ordine, Cfp(R)'s direct phone number is +121283*****

What schools did Daniel D'Ordine, Cfp(R) attend?

Daniel D'Ordine, Cfp(R) attended New York University, Brown University, Saint Raphael Academy.

What are some of Daniel D'Ordine, Cfp(R)'s interests?

Daniel D'Ordine, Cfp(R) has interest in Urban Sprawl, Music, Cooking, My Family And Friends.

What skills is Daniel D'Ordine, Cfp(R) known for?

Daniel D'Ordine, Cfp(R) has skills like Certified Financial Planner, Life And Health Insurance Licenses, Personal Finance, Investment Management, Personal Financial Planning, Estate Planning, Life Insurance, Investments, Investment Advisory, Budgeting, Cash Flow, Estate Tax Planning.

Who are Daniel D'Ordine, Cfp(R)'s colleagues?

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