Rob Danuloff

Rob Danuloff Email and Phone Number

Wealth Manager at Pinnacle Advisors @ Pinnacle Advisors
Rob Danuloff's Location
Greater Mansfield Area, United States, United States
Rob Danuloff's Contact Details
About Rob Danuloff

Providing customized financial solutions for individuals based on comprehensive financial planning. I work with you to understand your personal situation and come up with solution that works for you. I prefer to look at all aspects of your financial picture rather than just focusing on investments. Just as no two individuals are the same, no two financial plans or investment recommendations are the same.I focus on reviewing your goals, your individual risk tolerance, diversifying your portfolio to match those goals and focusing on the long term. I seek to keep fees and taxes as minimal as possible, thus increasing your net return. Specialties: Retirement and Financial Planning, Wealth Management, Portfolio Management, Investment Management, Financial Analysis, Financial Statement and Security Analysis, College Education Funding, Retirement Plans for Small Businesses and 1099 employees; IRA Rollovers and 401k Planshttps://bit.ly/KF-Disclosures https://www.finra.org/https://www.sipc.org/Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Strategic Wealth Management Group is not affiliated with Kestra IS or Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Rob Danuloff's Current Company Details
Pinnacle Advisors

Pinnacle Advisors

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Wealth Manager at Pinnacle Advisors
Rob Danuloff Work Experience Details
  • Pinnacle Advisors
    Wealth Manager
    Pinnacle Advisors Oct 2024 - Present
    Mansfield, Oh, Us
    View
  • Danuloff Financial Services
    Ceo, Investment Advisor And Financial Planner
    Danuloff Financial Services Apr 2008 - Oct 2024
    Mansfield, Oh, Us
    Comprehensive financial planning for individuals, families, and small businesses. I take your unique situation and turn it into a customized financial plan and investment portfolio to match your goals.
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  • Lpl Financial
    Investment Advisor, Financial Planner
    Lpl Financial Apr 2008 - Jul 2010
    San Diego, Ca, Us
    Comprehensive financial planning, wealth management, and investment management for individuals and families. Produced detailed goals based and cash flow based retirement plans using industry leading planning software (Profiles, MoneyGuide, eMoney). Developed detailed plans for various client's needs, including retirement, estate (ILIT), and college savings (529( planning. Worked with small businesses clients to evaluate and implement the right small business retirement plan (401k, SEP, SIMPLE), assisted in business valuation, and established buy-sell arrangements, including the utilization of life insurance plans. Served as advisor as Portfolio Manager (PM) for various ETF based and individual securties/bonds portfolios, as well as built various fund based portfolios.
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  • Jpmorgan Chase & Co.
    Senior Business Analyst Lead
    Jpmorgan Chase & Co. Jun 2005 - Apr 2008
    New York, Ny, Us
    Led the requirements and scope definition of an internal asset management application working across the banks lines of businesses (LOBs). Led asset management forum in order to set the project roadmap across the LOBs. Defined functional and high level technical requirements and assisted in design of the application. Created Crystal Reports dashboard for ad-hoc as well as automated reports sent out on a proactive basis. Responsible for testing, resolution of defects, and leading User Acceptance (UAT) testing. Agile Project manager responsible for delivering deployments on-time and on-budget.
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  • Accenture
    Senior Financial Services Consultant
    Accenture Jun 1999 - Jun 2005
    Dublin 2, Ie
    Consulted with major financial services firms, Fidelity Investments, Aegon Insurance, etc. on system and business process re-engineering. Utilized waterfall and agile software development methodologies. Conducted JRP/JAD sessions with users to define business requirements, functional design, functional testing and user-acceptance (UAT) testing. Experience with traditional Waterfall and Agile Project Management and software deployment and sustainment. Utilized Rational Suite of Products and automated testing software.
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Rob Danuloff Skills

Retirement Planning Wealth Management Investments Financial Services Financial Planning Strategic Financial Planning Portfolio Management Finance Financial Advisory Retirement Investment Management Fixed Income Investment Advisory 401k Iras Securities Mutual Funds Strategic Planning Business Analysis Asset Management Asset Allocation Financial Planners Small Business Life Insurance Equities Management Series 7 Investment Strategies Series 63 Financial Analysis Asset Managment Requirements Analysis Estate Planning Wealth Management Services Annuities Business Process Re Engineering Risk Management Testing Project Management Software Development Life Cycle Mergers And Acquisitions Functional Analysis Equity Research Analysis Experienced Business Analyst Product Management Sql Personal Financial Planning Retirement Savings Agile Methodologies Agile And Waterfall Methodologies Insurance Fixed Annuities 401 Retirement Savings Plans College Savings Plans

Rob Danuloff Education Details

  • Case Western Reserve University
    Case Western Reserve University
    Accounting
  • Wright State University
    Wright State University
    Finance

Frequently Asked Questions about Rob Danuloff

What company does Rob Danuloff work for?

Rob Danuloff works for Pinnacle Advisors

What is Rob Danuloff's role at the current company?

Rob Danuloff's current role is Wealth Manager at Pinnacle Advisors.

What is Rob Danuloff's email address?

Rob Danuloff's email address is ro****@****att.net

What is Rob Danuloff's direct phone number?

Rob Danuloff's direct phone number is +174081*****

What schools did Rob Danuloff attend?

Rob Danuloff attended Case Western Reserve University, Wright State University.

What are some of Rob Danuloff's interests?

Rob Danuloff has interest in Working Out, Children, Working Around The House, Spending Time With Family, Unc Tarheels, Economic Empowerment, Investments, Basketball, Watching Sports Of Any Kind, Cleveland Cavs.

What skills is Rob Danuloff known for?

Rob Danuloff has skills like Retirement Planning, Wealth Management, Investments, Financial Services, Financial Planning, Strategic Financial Planning, Portfolio Management, Finance, Financial Advisory, Retirement, Investment Management, Fixed Income.

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