Daniel Riso, Cfp®

Daniel Riso, Cfp® Email and Phone Number

Founding Partner @ Periscope Wealth Management
New York, NY, US
Daniel Riso, Cfp®'s Location
New York, New York, United States, United States
Daniel Riso, Cfp®'s Contact Details

Daniel Riso, Cfp® work email

Daniel Riso, Cfp® personal email

Daniel Riso, Cfp® phone numbers

About Daniel Riso, Cfp®

Periscope Wealth Management is a fully integrated wealth management company that helps develop and implement financial solutions for individuals, families, institutions and closely held businesses.Our firm’s client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results.By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs.Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

Daniel Riso, Cfp®'s Current Company Details
Periscope Wealth Management

Periscope Wealth Management

View
Founding Partner
New York, NY, US
Website:
periscopewm.com
Employees:
8
Daniel Riso, Cfp® Work Experience Details
  • Periscope Wealth Management
    Founding Partner
    Periscope Wealth Management
    New York, Ny, Us
    View
  • Periscope Wealth Management
    Co-Founder, Investment Advisor
    Periscope Wealth Management Jan 2018 - Present
    New York City, New York, Us
    CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.CA Insurance Lic #0K10354
    View
  • Axa Advisors, Llc.
    Financial Consultant
    Axa Advisors, Llc. Aug 2009 - Nov 2021
    New York, Ny, Us
    View

Daniel Riso, Cfp® Skills

Retirement Planning Wealth Management Personal Financial Planning Risk Management Tax Advantaged Investment Strategies Corporate Benefits Buy Sell Agreements Employee Benefits Deferred Compensation Executive Compensation Planning Estate Planning Strategies

Daniel Riso, Cfp® Education Details

  • Hobart And William Smith Colleges
    Hobart And William Smith Colleges
    Economics

Frequently Asked Questions about Daniel Riso, Cfp®

What company does Daniel Riso, Cfp® work for?

Daniel Riso, Cfp® works for Periscope Wealth Management

What is Daniel Riso, Cfp®'s role at the current company?

Daniel Riso, Cfp®'s current role is Founding Partner.

What is Daniel Riso, Cfp®'s email address?

Daniel Riso, Cfp®'s email address is da****@****ail.com

What is Daniel Riso, Cfp®'s direct phone number?

Daniel Riso, Cfp®'s direct phone number is +184570*****

What schools did Daniel Riso, Cfp® attend?

Daniel Riso, Cfp® attended Hobart And William Smith Colleges.

What skills is Daniel Riso, Cfp® known for?

Daniel Riso, Cfp® has skills like Retirement Planning, Wealth Management, Personal Financial Planning, Risk Management, Tax Advantaged Investment Strategies, Corporate Benefits, Buy Sell Agreements, Employee Benefits, Deferred Compensation, Executive Compensation Planning, Estate Planning Strategies.

Who are Daniel Riso, Cfp®'s colleagues?

Daniel Riso, Cfp®'s colleagues are Alfred V Norton Iii, Joe Dimauro, Mathew Rough, John Tarson.

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