RICP

    Daniel Fais

    Senior Financial Advisor

    Hackensack, New JerseyNo minimum minimum

    About Daniel

    Daniel T. Fais has spent the last 25 years based in Northern New Jersey helping clients across the country build, preserve, and transition wealth they have accumulated over their lifetime. He has attained the Chartered Retirement Planning Counselor (CRPC) and Retirement Income Certified Professiona... [One thing I want my clients to know about me is:] My clients are like family to me and I will always act in their best interest.

    Areas of focus

    Retirement PlanningInvestment ManagementPortfolio ConstructionCash Flow AnalysisSuccession Planning

    Credentials & background

    Designations

    RICP

    Education

    Retirement Income Certified Professional (RICP) The American College of Financial Services (2015); Chartered Retirment Planning Counselor (CRPC) College for Financial Planning (2007); BA in Economics University of Pittsburgh (1999)

    Clients served

    Wealthy FamiliesEntrepreneursBusiness OwnersCorporate ExecutivesDivorceesHigh Net Worth IndividualsRetireesInheritors