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Daniel Riso, Cfp® Email & Phone Number

Founding Partner at Periscope Wealth Management
Location: New York, New York, United States 3 work roles 1 school
1 work email found @periscopewm.com 2 phones found area 845 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@periscopewm.com
Direct phone (845) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Periscope Wealth Management
Role
Founding Partner
Location
New York, New York, United States
Company size
8 employees

Who is Daniel Riso, Cfp®? Overview

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Quick answer

Daniel Riso, Cfp® is listed as Founding Partner at Periscope Wealth Management, a company with 8 employees, based in New York, New York, United States. AeroLeads shows a work email signal at periscopewm.com, phone signal with area code 845, and a matched LinkedIn profile for Daniel Riso, Cfp®.

Daniel Riso, Cfp® previously worked as Co-Founder, Investment Advisor at Periscope Wealth Management and Financial Consultant at Axa Advisors, Llc.. Daniel Riso, Cfp® holds Economics And Public Policy, Economics from Hobart And William Smith Colleges.

Company email context

Email format at Periscope Wealth Management

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*@periscopewm.com
71% confidence

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

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Profile bio

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.

Listed skills include Retirement Planning, Wealth Management, Personal Financial Planning, Risk Management, and 7 others.

Current workplace

Daniel Riso, Cfp®'s current company

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Periscope Wealth Management
Periscope Wealth Management
Founding Partner
New York, NY, US
Website
periscopewm.com
Employees
8
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Company profile
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3 roles

Daniel Riso, Cfp® work experience

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

Co-Founder, Investment Advisor

Current
Periscope Wealth Management

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

Jan 2018 - Present
Team & coworkers

Colleagues at Periscope Wealth Management

Other employees you can reach at periscopewm.com. View company contacts for 8 employees →

JT John Tarson John Tarson Colleague at Periscope Wealth ManagementGreater Chicago Area, United States View → MR Mathew Rough Mathew Rough Colleague at Periscope Wealth ManagementNew York, New York, United States, United States View → JD Joe Dimauro Joe Dimauro Colleague at Periscope Wealth ManagementNew York, New York, United States, United States View → AV Alfred V Norton Iii Alfred V Norton Iii Colleague at Periscope Wealth ManagementNew York, New York, United States, United States View →
1 education record

Daniel Riso, Cfp® education

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

Frequently asked questions about Daniel Riso, Cfp®

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

What company does Daniel Riso, Cfp® work for?

Daniel Riso, Cfp® works for Periscope Wealth Management.

What is Daniel Riso, Cfp®'s role at Periscope Wealth Management?

Daniel Riso, Cfp® is listed as Founding Partner at Periscope Wealth Management.

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

AeroLeads has found 1 work email signal at @periscopewm.com for Daniel Riso, Cfp® at Periscope Wealth Management.

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

AeroLeads has found 2 phone signal(s) with area code 845 for Daniel Riso, Cfp® at Periscope Wealth Management.

Where is Daniel Riso, Cfp® based?

Daniel Riso, Cfp® is based in New York, New York, United States while working with Periscope Wealth Management.

What companies has Daniel Riso, Cfp® worked for?

Daniel Riso, Cfp® has worked for Periscope Wealth Management and Axa Advisors, Llc..

Who are Daniel Riso, Cfp®'s colleagues at Periscope Wealth Management?

Daniel Riso, Cfp®'s colleagues at Periscope Wealth Management include John Tarson, Mathew Rough, Joe Dimauro, and Alfred V Norton Iii.

How can I contact Daniel Riso, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Riso, Cfp® at Periscope Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Daniel Riso, Cfp® attend?

Daniel Riso, Cfp® holds Economics And Public Policy, Economics from Hobart And William Smith Colleges.

What skills is Daniel Riso, Cfp® known for?

Daniel Riso, Cfp® is listed with skills including Retirement Planning, Wealth Management, Personal Financial Planning, Risk Management, Tax Advantaged Investment Strategies, Corporate Benefits, Buy Sell Agreements, and Employee Benefits.

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