Before joining the Alloy family in 2023, Daniel acquired 12 years of experience in the industry, working with Truist Advisory Services out of Charlotte, NC, and before that, serving as a financial advisor for seven years at Wells Fargo. Born in Yonkers, New York, Daniel moved to the Charlotte area in 2018 to be closer to his family, and in 2021, he purchased a home in Fort Mill, SC, for his own growing family. He attends St. Philip Neri Catholic Church.
Together with his wife, Gina, Daniel has two children: Kaylynn and Adriana. When not in the office or spending time with his little bambinas, Daniel can be found putting in his miles, walking eight to 12 miles daily. He is also a fan of baseball, and his favorite team is—you guessed it-the New York Mets.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
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