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Daniel Koppel, Msfs, Cfp® Email & Phone Number

Advisor at Milestone Financial Planning, LLC
Location: Wakefield, Massachusetts, United States 8 work roles 3 schools
1 work email found @metlife.com 2 phones found area 617 and 781 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@metlife.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Milestone Financial Planning, LLC
Role
Advisor
Location
Wakefield, Massachusetts, United States
Company size
4 employees

Who is Daniel Koppel, Msfs, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel Koppel, Msfs, Cfp® is listed as Advisor at Milestone Financial Planning, LLC, a company with 4 employees, based in Wakefield, Massachusetts, United States. AeroLeads shows a work email signal at metlife.com, phone signal with area code 617, 781, and a matched LinkedIn profile for Daniel Koppel, Msfs, Cfp®.

Daniel Koppel, Msfs, Cfp® previously worked as Managing Director at Noble Financial Group, Llc and Instructor – Classroom Financial Planning Certificate Program at Boston University. Daniel Koppel, Msfs, Cfp® holds Master Of Science - Ms from The American College Of Financial Services.

Company email context

Email format at Milestone Financial Planning, LLC

This section adds company-level context without repeating Daniel Koppel, Msfs, Cfp®'s masked contact details.

*@metlife.com
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AeroLeads found 1 current-domain work email signal for Daniel Koppel, Msfs, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Daniel Koppel, Msfs, Cfp®

I am passionate about effectively delivering quality financial advice. Financial planning lies at a riveting intersection of deep human connection, technical planning concepts, and global capital markets. Planners have the great privilege and responsibility of guiding clients through the most pivotal moments of their lives, and ensuring that plans remain on track for years and decades into the future. I was led to this career by my love for helping others. I remain engaged and energized more than fifteen years on by the endless learning and variety of human experience encountered each and every work day. Note: I am licensed to sell insurance and securities in Massachusetts. I am a registered representative of and offer securities through MML Investors Services, LLC. Member SIPC (www.SIPC.org). : One Marina Park Drive, 16th Floor, Boston MA 02210. Branch office phone: 617-585-4500. Noble Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Listed skills include Planners.

Current workplace

Daniel Koppel, Msfs, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Milestone Financial Planning, LLC
Milestone Financial Planning, Llc
Advisor
bedford, new hampshire, united states
Website
milestonefinancialplanning.com
Employees
4
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Company profile
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8 roles

Daniel Koppel, Msfs, Cfp® work experience

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

Managing Director

Noble Financial Group, Llc

Wakefield, MA

Jun 2017 - Jan 2024

Instructor – Classroom Financial Planning Certificate Program

Boston University

Boston, Massachusetts, United States

Sep 2017 - Dec 2019

Editor – Online Financial Planning Certificate Program

Boston University

Boston, Massachusetts, United States

Feb 2017 - Aug 2017

Financial Planning Specialist

Baystate Financial

Boston, Massachusetts, United States

Aug 2014 - May 2017

Case Design Manager

Metlife

Westborough, Massachusetts, United States

Mar 2011 - Jul 2014

Financial Advisor

Metlife

Waltham, Massachusetts, United States

Jun 2009 - Feb 2011

Financial Planner

Tpw Financial

Cambridge, Massachusetts, United States

Feb 2008 - May 2009
Team & coworkers

Colleagues at Milestone Financial Planning, LLC

Other employees you can reach at milestonefinancialplanning.com. View company contacts for 4 employees →

KL Kyle Labelle Kyle Labelle Colleague at Milestone Financial Planning, LlcManchester, New Hampshire, United States, United States View → EM Evan Marquis Evan Marquis Colleague at Milestone Financial Planning, LlcManchester, New Hampshire, United States, United States View → GC Garrett Climo Garrett Climo Colleague at Milestone Financial Planning, LlcBillerica, Massachusetts, United States, United States View → CB Cameron Barker Cameron Barker Colleague at Milestone Financial Planning, LlcWells, Maine, United States, United States View → BZ Benjamin Zepp Benjamin Zepp Colleague at Milestone Financial Planning, LlcMerrimack, New Hampshire, United States, United States View → KW Kathryn Wiggins Kathryn Wiggins Colleague at Milestone Financial Planning, LlcHudson, New Hampshire, United States, United States View → AP Aadi Patel Aadi Patel Colleague at Milestone Financial Planning, LlcWakefield, Massachusetts, United States, United States View → KL Kathryn Lund, Cpa, Cfp(R) Kathryn Lund, Cpa, Cfp(R) Colleague at Milestone Financial Planning, LlcWestford, Massachusetts, United States, United States View → EG Eric Gregory Eric Gregory Colleague at Milestone Financial Planning, LlcGreater Boston, United States View → BB Brianna Bergeron Brianna Bergeron Colleague at Milestone Financial Planning, LlcBedford, New Hampshire, United States, United States View →
3 education records

Daniel Koppel, Msfs, Cfp® education

FAQ

Frequently asked questions about Daniel Koppel, Msfs, Cfp®

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

What company does Daniel Koppel, Msfs, Cfp® work for?

Daniel Koppel, Msfs, Cfp® works for Milestone Financial Planning, LLC.

What is Daniel Koppel, Msfs, Cfp®'s role at Milestone Financial Planning, LLC?

Daniel Koppel, Msfs, Cfp® is listed as Advisor at Milestone Financial Planning, LLC.

What is Daniel Koppel, Msfs, Cfp®'s email address?

AeroLeads has found 1 work email signal at @metlife.com for Daniel Koppel, Msfs, Cfp® at Milestone Financial Planning, LLC.

What is Daniel Koppel, Msfs, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 617, 781 for Daniel Koppel, Msfs, Cfp® at Milestone Financial Planning, LLC.

Where is Daniel Koppel, Msfs, Cfp® based?

Daniel Koppel, Msfs, Cfp® is based in Wakefield, Massachusetts, United States while working with Milestone Financial Planning, LLC.

What companies has Daniel Koppel, Msfs, Cfp® worked for?

Daniel Koppel, Msfs, Cfp® has worked for Milestone Financial Planning, Llc, Noble Financial Group, Llc, Boston University, Baystate Financial, and Metlife.

Who are Daniel Koppel, Msfs, Cfp®'s colleagues at Milestone Financial Planning, LLC?

Daniel Koppel, Msfs, Cfp®'s colleagues at Milestone Financial Planning, LLC include Kyle Labelle, Evan Marquis, Garrett Climo, Cameron Barker, and Benjamin Zepp.

How can I contact Daniel Koppel, Msfs, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Koppel, Msfs, Cfp® at Milestone Financial Planning, LLC, including work email, phone, and LinkedIn data when available.

What schools did Daniel Koppel, Msfs, Cfp® attend?

Daniel Koppel, Msfs, Cfp® holds Master Of Science - Ms from The American College Of Financial Services.

What skills is Daniel Koppel, Msfs, Cfp® known for?

Daniel Koppel, Msfs, Cfp® is listed with skills including Planners.

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