Dan Legault, Cfp®

Dan Legault, Cfp® Email and Phone Number

Redefining what it means to work with a Wealth Advisor @ AdvicePeriod
los angeles, california, united states
Dan Legault, Cfp®'s Location
East Greenwich, Rhode Island, United States, United States
Dan Legault, Cfp®'s Contact Details

Dan Legault, Cfp® work email

Dan Legault, Cfp® personal email

n/a

Dan Legault, Cfp® phone numbers

About Dan Legault, Cfp®

Dan Legault, CFP®, is a Partner Advisor with AdvicePeriod. As a CERTIFIED FINANCIAL PLANNER professional, Dan focuses on helping families and individuals set realistic goals and achieve them through a comprehensive strategy. He earned his Bachelors of Arts from Roger Williams University and a certificate in Financial Planning from Bryant University. Dan is an active member of the Estate Planning Council of Rhode Island.Dan is a retired lieutenant of the North Providence Fire Department where he served for 20 years. In his free time, Dan enjoys playing hockey, hiking, and spending time with his wife and two children.

Dan Legault, Cfp®'s Current Company Details
AdvicePeriod

Adviceperiod

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Redefining what it means to work with a Wealth Advisor
los angeles, california, united states
Website:
adviceperiod.com
Employees:
92
Dan Legault, Cfp® Work Experience Details
  • Adviceperiod
    Partner Advisor
    Adviceperiod Nov 2017 - Present
    East Greenwich, Ri
    At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time.By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.This is how wealth management is going to evolve. This is AdvicePeriod
    View
  • Strategicpoint Investment Advisors
    Senior Financial Advisor
    Strategicpoint Investment Advisors Dec 2006 - Nov 2017
    View

Dan Legault, Cfp® Skills

Certified Financial Planner Pension Decision Planning Retirement Income Planning Investment Management Registered Investment Advisor Public Speaking

Dan Legault, Cfp® Education Details

  • Roger Williams University
    Roger Williams University
    Public Administration

Frequently Asked Questions about Dan Legault, Cfp®

What company does Dan Legault, Cfp® work for?

Dan Legault, Cfp® works for Adviceperiod

What is Dan Legault, Cfp®'s role at the current company?

Dan Legault, Cfp®'s current role is Redefining what it means to work with a Wealth Advisor.

What is Dan Legault, Cfp®'s email address?

Dan Legault, Cfp®'s email address is dl****@****int.com

What is Dan Legault, Cfp®'s direct phone number?

Dan Legault, Cfp®'s direct phone number is +140127*****

What schools did Dan Legault, Cfp® attend?

Dan Legault, Cfp® attended Roger Williams University.

What skills is Dan Legault, Cfp® known for?

Dan Legault, Cfp® has skills like Certified Financial Planner, Pension Decision Planning, Retirement Income Planning, Investment Management, Registered Investment Advisor, Public Speaking.

Who are Dan Legault, Cfp®'s colleagues?

Dan Legault, Cfp®'s colleagues are Jim Shagawat, Cfp®, Chfc®, Mba, Helen Alvarez, Megan M. Logee, Chfc®, Arielle Buss Lederman, Selena Simpson, Tevin Stutzman, Alan Gelb, Cfp®.

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