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Dan Legault, Cfp® Email & Phone Number

Redefining what it means to work with a Wealth Advisor at AdvicePeriod

Location: East Greenwich, Rhode Island, United States 2 work roles 1 school

1 work email found @adviceperiod.com 3 phones found area 401 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

AdvicePeriod

Role

Redefining what it means to work with a Wealth Advisor

Location

East Greenwich, Rhode Island, United States

Company size

92 employees

Who is Dan Legault, Cfp®? Overview

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Quick answer

Dan Legault, Cfp® is listed as Redefining what it means to work with a Wealth Advisor at AdvicePeriod, a with 92 employees, based in East Greenwich, Rhode Island, United States. AeroLeads shows a work email signal at adviceperiod.com, phone signal with area code 401, and a matched LinkedIn profile for Dan Legault, Cfp®.

Dan Legault, Cfp® previously worked as Partner Advisor at Adviceperiod and Senior Financial Advisor at Strategicpoint Investment Advisors. Dan Legault, Cfp® holds Bs, Public Administration from Roger Williams University.

Company email context

Email format at AdvicePeriod

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*@adviceperiod.com

71% confidence

AeroLeads found 1 current-domain work email signal for Dan Legault, Cfp®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Certified Financial Planner, Pension Decision Planning, Retirement Income Planning, Investment Management, and 2 others.

Current workplace

Dan Legault, Cfp®'s current company

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Adviceperiod

Redefining what it means to work with a Wealth Advisor

los angeles, california, united states

Website

adviceperiod.com

Employees

92

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Company profile

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2 roles

Dan Legault, Cfp® work experience

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

Partner Advisor

Current

Adviceperiod

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

Nov 2017 - Present

Senior Financial Advisor

Strategicpoint Investment Advisors

Dec 2006 - Nov 2017

Team & coworkers

Colleagues at AdvicePeriod

Other employees you can reach at adviceperiod.com. View company contacts for 92 employees →

JS

Jim Shagawat, Cfp®, Chfc®, Mba Colleague at AdviceperiodParamus, New Jersey, United States View → TS

Tevin Stutzman Colleague at AdviceperiodWest Hollywood, California, United States View → PB

Phil Boscarino, Cfp® Colleague at AdviceperiodLos Angeles, California, United States View → AM

Anna Miller Colleague at AdviceperiodNew York, United States View → EW

Eric W. Mundwiller, Cpa/Pfs, Aif Colleague at AdviceperiodChesterfield, Missouri, United States View → CC

Chrissy Canapari, Chfc® Colleague at AdviceperiodEast Greenwich, Rhode Island, United States View → SS

Selena Simpson Colleague at AdviceperiodLos Angeles, California, United States View → BN

Brett Nelson, Cfp Colleague at AdviceperiodWarrenton, Virginia, United States View → BS

Ben Stauffer Colleague at AdviceperiodLos Angeles, California, United States View → LI

Larry Isaacs Colleague at AdviceperiodLos Angeles Metropolitan Area, United States View →

1 education record

Dan Legault, Cfp® education

Roger Williams University

Public Administration

FAQ

Frequently asked questions about Dan Legault, Cfp®

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

What company does Dan Legault, Cfp® work for?

Dan Legault, Cfp® works for AdvicePeriod.

What is Dan Legault, Cfp®'s role at AdvicePeriod?

Dan Legault, Cfp® is listed as Redefining what it means to work with a Wealth Advisor at AdvicePeriod.

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

AeroLeads has found 1 work email signal at @adviceperiod.com for Dan Legault, Cfp® at AdvicePeriod.

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

AeroLeads has found 3 phone signal(s) with area code 401 for Dan Legault, Cfp® at AdvicePeriod.

Where is Dan Legault, Cfp® based?

Dan Legault, Cfp® is based in East Greenwich, Rhode Island, United States while working with AdvicePeriod.

What companies has Dan Legault, Cfp® worked for?

Dan Legault, Cfp® has worked for Adviceperiod and Strategicpoint Investment Advisors.

Who are Dan Legault, Cfp®'s colleagues at AdvicePeriod?

Dan Legault, Cfp®'s colleagues at AdvicePeriod include Jim Shagawat, Cfp®, Chfc®, Mba, Tevin Stutzman, Phil Boscarino, Cfp®, Anna Miller, and Eric W. Mundwiller, Cpa/Pfs, Aif.

How can I contact Dan Legault, Cfp®?

You can use AeroLeads to view verified contact signals for Dan Legault, Cfp® at AdvicePeriod, including work email, phone, and LinkedIn data when available.

What schools did Dan Legault, Cfp® attend?

Dan Legault, Cfp® holds Bs, Public Administration from Roger Williams University.

What skills is Dan Legault, Cfp® known for?

Dan Legault, Cfp® is listed with skills including Certified Financial Planner, Pension Decision Planning, Retirement Income Planning, Investment Management, Registered Investment Advisor, and Public Speaking.

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