Daniel Legiec, Cfp®

Daniel Legiec, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ and Owner @ Forever Wealth LLC
Woodbine, NJ, US
Daniel Legiec, Cfp®'s Location
Mountainside, New Jersey, United States, United States
Daniel Legiec, Cfp®'s Contact Details

Daniel Legiec, Cfp® work email

Daniel Legiec, Cfp® personal email

n/a
About Daniel Legiec, Cfp®

Forever Wealth LLC is a Registered Investment Advisor located in Clinton, NJ, which offers comprehensive financial planning to clients. This includes the five areas of financial planning, which are Protection, Estate Planning, Income Tax Planning, Retirement Income Planning and Investment Planning. As a comprehensive financial services firm, we are committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.

Daniel Legiec, Cfp®'s Current Company Details
Forever Wealth LLC

Forever Wealth Llc

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CERTIFIED FINANCIAL PLANNER™ and Owner
Woodbine, NJ, US
Daniel Legiec, Cfp® Work Experience Details
  • Forever Wealth Llc
    Certified Financial Planner™ And Owner
    Forever Wealth Llc
    Woodbine, Nj, Us
  • Cluster Handcrafted Popcorn
    Owner
    Cluster Handcrafted Popcorn 2022 - Present
    Wildwood, New Jersey, United States
  • Clusters Handcrafted Popcorn
    Owner
    Clusters Handcrafted Popcorn 2021 - Present
    New Hope, Pennsylvania, United States
    View
  • Forever Wealth Llc
    Certified Financial Planner™ / Owner
    Forever Wealth Llc 2017 - Present
    Mountainside, Nj
  • Westfield Financial Planning
    Financial Planning Professional
    Westfield Financial Planning 2016 - 2017
    Westfield, Nj
  • Chardan Capital Markets
    Institutional Equity Sales
    Chardan Capital Markets 2014 - 2015
    Greater New York City Area
    View
  • Lpl Financial
    Financial Planning Professional
    Lpl Financial 2013 - 2014
    Greater New York City Area
    View

Daniel Legiec, Cfp® Skills

Investments Wealth Management Securities Financial Planning Financial Advisory Wealth Management Services Strategic Financial Planning Retirement Planning Estate Planning Investment Management Holistic Financial Planning High Net Worth Individuals Investment Advisory Equities Finance

Daniel Legiec, Cfp® Education Details

Frequently Asked Questions about Daniel Legiec, Cfp®

What company does Daniel Legiec, Cfp® work for?

Daniel Legiec, Cfp® works for Forever Wealth Llc

What is Daniel Legiec, Cfp®'s role at the current company?

Daniel Legiec, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ and Owner.

What is Daniel Legiec, Cfp®'s email address?

Daniel Legiec, Cfp®'s email address is da****@****lth.com

What is Daniel Legiec, Cfp®'s direct phone number?

Daniel Legiec, Cfp®'s direct phone number is +190845*****

What schools did Daniel Legiec, Cfp® attend?

Daniel Legiec, Cfp® attended Cornell University, The London School Of Economics And Political Science (Lse), College For Financial Planning.

What skills is Daniel Legiec, Cfp® known for?

Daniel Legiec, Cfp® has skills like Investments, Wealth Management, Securities, Financial Planning, Financial Advisory, Wealth Management Services, Strategic Financial Planning, Retirement Planning, Estate Planning, Investment Management, Holistic Financial Planning, High Net Worth Individuals.

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