Daniel Messeca, Cfp® personal email
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Duke Ellington famously said “A problem is a chance for you to do your best.” My passions are for problem solving.
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Certified Financial PlannerMotley Fool Wealth Management Dec 2014 - Dec 2020Alexandria, VirginiaHelping Fools plan for their financial future! -
Financial AdviserEagle Strategies, Llc Oct 2013 - Nov 2014Bethesda, MdI am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. -
PartnerHighlander Financial Group Jun 2012 - Aug 2013Highlander Financial Group is an independent financial services firm dedicated to the helping our clients meet their long term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we are committed to making that happen at the highest level.We specialize in areas such as:-Retirement Strategies-Estate Planning-Insurance Solutions-Charitable Planned Giving-Investment Management-College SavingsPlease contact us for more information regarding our firm and services.
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Financial AdvisorFinancial Advantage Associates Oct 2010 - Jun 2012
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Financial SpecialistWachovia, A Wells Fargo Company Jul 2009 - Sep 2010At Wachovia/Wells Fargo I was responsible for the branch's sales and service goals. I was the point of contact for new clients to get set up in the appropriate relationship with the bank, and would work with existing account holders to ensure their accounts were serving their needs properly. I worked closely with partners in other areas of the bank including Wells Fargo Home Mortgage, Wells Fargo Advisors, and the small business specialists.
Daniel Messeca, Cfp® Skills
Daniel Messeca, Cfp® Education Details
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Finance, General
Frequently Asked Questions about Daniel Messeca, Cfp®
What is Daniel Messeca, Cfp®'s role at the current company?
Daniel Messeca, Cfp®'s current role is Financial Problem Solver and Entrepreneur.
What is Daniel Messeca, Cfp®'s email address?
Daniel Messeca, Cfp®'s email address is da****@****hoo.com
What schools did Daniel Messeca, Cfp® attend?
Daniel Messeca, Cfp® attended University Of Maryland, University Of Maryland College Park.
What skills is Daniel Messeca, Cfp® known for?
Daniel Messeca, Cfp® has skills like Estate Planning, Life Insurance, Investments, Finance, Investment Advisory, Insurance, Personal Financial Planning, Disability Insurance, Small Business, Retirement, Investment Management, Long Term Care.
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