Danny O'Halloran

Danny O'Halloran Email and Phone Number

Candidate for CFP® Certification @ The GenWealth Group
maplewood, new jersey, united states
Danny O'Halloran's Location
Boonton, New Jersey, United States, United States
Danny O'Halloran's Contact Details

Danny O'Halloran work email

Danny O'Halloran personal email

n/a
About Danny O'Halloran

After over a decade as a business owner, I have changed careers to focus on delivering high-quality customer-focused financial planning services. As a business owner I learned the importance of developing a relationship of trust and integrity with my clients. Through effective collaboration and clear communication, I strived to deliver projects on time and within budget. As I made the transition into financial planning, it was important to me to work towards my CFP® certification. The CFP® mark signifies the standard of excellence I work to bring to my planning practice. Since joining the financial services industry, I have passed the exams for both CFP® and for my series 65.

Danny O'Halloran's Current Company Details
The GenWealth Group

The Genwealth Group

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Candidate for CFP® Certification
maplewood, new jersey, united states
Website:
thegenwealthgroup.com
Employees:
8
Danny O'Halloran Work Experience Details
  • The Genwealth Group
    Wealth Planner
    The Genwealth Group Oct 2023 - Present
    Maplewood, New Jersey, United States
    View
  • Emissary Wealth
    Financial Planning Associate
    Emissary Wealth Jun 2022 - Sep 2023
    Working with our lead planner and a small team of paraplanners, I work to analyze customers' current financial plans and make suggestions to enhance their efficiencies. Daily tasks include: meeting preparation, balance sheet analysis, insurance reviews, retirement planning, and investment portfolio analysis.
    View
  • Emissary Wealth
    Financial Planning Consultant
    Emissary Wealth Oct 2021 - Jun 2022
    Hackensack, New Jersey, United States
    During my transition into financial planning I worked with Emissary Wealth to create custom spreadsheets and dashboards for analysis.
    View
  • Martlet Creative
    Business Owner
    Martlet Creative Jan 2009 - Jun 2023
    Morris County, Nj
    Worked with a variety of national and local brands to develop media that engaged customers and highlighted the most desirable aspects of the business. Clients included social-focused tech startups, fashion brands, event production, live-streaming, and documentaries.
    View
  • Financial Planning Association (Fpa)
    Financial Planning Association Externship
    Financial Planning Association (Fpa) Jun 2021 - Jul 2021
    Virtual
    Hosted by Hannah Moore, CFP®, the externship exposed participants to the practice of being a financial planner. Working from real client meetings, externs constructed an investment portfolio, analyzed insurance policies, established recommendations for student loan planning, evaluated tax implications, determined the likelihood of success for retirement scenarios, and modeled an estate plan.
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Danny O'Halloran Skills

Apple Certified Technician Apple Certified Web Design Cinematography Redcine X Adobe Creative Suite Final Cut Pro Os X Lighting Camera Producing Short Films Film Production Post Production Video Editing Film Video Production Video Editing Entertainment Photography Adobe Photoshop Digital Media Documentaries Adobe Premiere Pro After Effects

Danny O'Halloran Education Details

Frequently Asked Questions about Danny O'Halloran

What company does Danny O'Halloran work for?

Danny O'Halloran works for The Genwealth Group

What is Danny O'Halloran's role at the current company?

Danny O'Halloran's current role is Candidate for CFP® Certification.

What is Danny O'Halloran's email address?

Danny O'Halloran's email address is da****@****ive.com

What schools did Danny O'Halloran attend?

Danny O'Halloran attended New York University, New York University.

What are some of Danny O'Halloran's interests?

Danny O'Halloran has interest in Redcine X Pro, Davinci Resolve, Motion, Black Magic Cinema Camera.

What skills is Danny O'Halloran known for?

Danny O'Halloran has skills like Apple Certified Technician, Apple Certified, Web Design, Cinematography, Redcine X, Adobe Creative Suite, Final Cut Pro, Os X, Lighting, Camera, Producing, Short Films.

Who are Danny O'Halloran's colleagues?

Danny O'Halloran's colleagues are Michael P. Leanza, Cfp®, Nicole Casella, Kimberly Diblasi, Kristen Blair, Kevin Worley, Cfp®, Cltc®.

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