Daniel Messeca, Cfp®

Daniel Messeca, Cfp® Email and Phone Number

Financial Problem Solver and Entrepreneur
Daniel Messeca, Cfp®'s Location
Washington DC-Baltimore Area, United States
Daniel Messeca, Cfp®'s Contact Details

Daniel Messeca, Cfp® personal email

About Daniel Messeca, Cfp®

Duke Ellington famously said “A problem is a chance for you to do your best.” My passions are for problem solving.

Daniel Messeca, Cfp®'s Current Company Details

Financial Problem Solver and Entrepreneur
Daniel Messeca, Cfp® Work Experience Details
  • Motley Fool Wealth Management
    Certified Financial Planner
    Motley Fool Wealth Management Dec 2014 - Dec 2020
    Alexandria, Virginia
    Helping Fools plan for their financial future!
  • Eagle Strategies, Llc
    Financial Adviser
    Eagle Strategies, Llc Oct 2013 - Nov 2014
    Bethesda, Md
    I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
  • Highlander Financial Group
    Partner
    Highlander Financial Group Jun 2012 - Aug 2013
    Highlander 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.
  • Financial Advantage Associates
    Financial Advisor
    Financial Advantage Associates Oct 2010 - Jun 2012
  • Wachovia, A Wells Fargo Company
    Financial Specialist
    Wachovia, A Wells Fargo Company Jul 2009 - Sep 2010
    At 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

Estate Planning Life Insurance Investments Finance Investment Advisory Insurance Personal Financial Planning Disability Insurance Small Business Retirement Investment Management Long Term Care Annuity Sales Personal Finance Iras Management Financial Planning Retirement Planning Microsoft Office Charities Financial Services Social Media Gifting Strategies Ira Rollovers Financial Planners Charitable Giving Licensed In Long Term Care Insurance

Daniel Messeca, Cfp® Education Details

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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