Daniel Toronto, CEPA®

Dan helps members and their families who are confused about their wealth management situation, overwhelmed about their investment options, and unsure if they’re maximizing their retirement. His wealth management career started at Merrill Lynch at the World Trade Center two years prior to the 2008 global financial crisis.  From this turbulent and transformative experience, Dan quickly understood the potential risks of wealth erosion and ways to avoid it. Dan has worked with entrepreneurs, business owners, and their employees in making sure they have clarity on their financial situations.

Dan currently resides in Pleasant Valley with his wife, two daughters, and dog named Gatsby.  When he is not with family, Dan loves weightlifting and overall fitness.  He grew up in Bellport, Long Island, and became interested in financial advice when his mom would take him to her review meetings. 

Dan’s Why: 

“Although at the time, I was too young to understand the complexities of the conversation, I remember the overall helpful feeling of the dialogue.  It’s from this helpfulness that made me want to be a financial advisor.”