Gregory Daniel, Cfp®, Crpc® Email and Phone Number

I founded Daniel Financial as a forward-thinking, independent investment and advisory firm, to replace the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing. Our model starts with placing client interests first. Daniel Financial is designed to deliver what our clients need – a clear view of their wealth, a dynamic planning process that adapts to changes in life circumstances and clear, evidence-based, smart investing.I am a CERTIFIED FINANCIAL PLANNER™ practitioner. I built a distinguished career at large institutions, including Us Life Equity, Home Life Insurance and W.S Griffith. Daniel Financial Management is the capstone of that journey, where I can draw upon the best experiences I gained across these previous roles. When I am not serving clients, I enjoy spending time with my wife, Lee and son, Straus, who can usually be found at a wrestling match or motor cross racing. My wife, Lee, has a successful career in the asset management industry. As a family, we enjoy skiing and spending time on our family farm.Greg’s philosophy in his own words: “As an independent Certified Financial Planner, your needs come first. Financial planning can be as simple as clearly defining your goals and developing a strategy to make them happen. Greg has been quoted in national & local publications including Bergen Health & Life, Senior Market Advisor, Kiplinger’s Personal Finance, The New York Daily News, The NJ Courier, CNNFN, The Suburbanite, Mentor Magazine, and National Underwriter Life & Health. He has also been seen on CNN, Bloomberg and ABC’s World News Tonight with Peter Jennings. Professional Membership includes the Institute of Certified Financial Planners, Financial Planning Association, Society of Financial Service Professionals and the National Ethics Bureau.