Daniel Stavale
President
As an Investment Adviser Representative since 2013, Daniel puts his clients’ financial interests ahead of his own. With an investment philosophy based in risk management, he loves helping families develop written financial plans, so they can live and retire with greater peace of mind.
Daniel has written two books, including “Pandemics, Politics and Plot-Twists: How to Protect Your Retirement From Every Year’s ‘Unexpected Surprise.’”
After seeing how taxes could adversely impact retirement savings, Daniel began teaching tax-free retirement planning strategies to financial advisors all over the country. His goal has been to help people pay for their daily living needs while planning for such future costs as health care and long-term care. He’s also spent time counseling families on how to help their children stay out of debt and pursue a high-quality college education.
Daniel and his wife, Tracey, are blessed with four children. In their home and at work, the couple works hard to instill an abundance mindset with the phrase “Go BIG” – Go Begin In Gratitude.
Away from the office, Daniel teaches Sunday School to third and fourth graders. He also assists youth in the martial arts dojo, where he trains with his two younger children.
