Dan is a living example of the term “full-service financial professional.” He is a firm believer in understanding where the client is and where he would like to be. Dan, among other things, relies on his accounting background before assembling long-term financial plans. Today his expertise includes investment planning, retirement planning, educational planning, estate planning and business planning.
“Pursuing a financial services career was a natural fit for someone with my education and interpersonal skills,” says Dan, a New Jersey native. “I like interacting with people and helping them reach their goal of a comfortable retirement or protecting their family.”
Dan earned his undergraduate degree in accounting from Rutgers University. He then earned a Masters Degree in Business Administration with a concentration in Finance. Before joining FFP, Dan had a corporate accounting career, having worked at several well-known New Jersey-based manufacturing companies, all the while building his communication and interpersonal skills. Today Dan holds the Series 6, 63 and 65 Securities Licenses enabling him to sell securities in all states. He is also licensed to sell life and health insurance as well as annuities and mortgages.
Why Clients Choose to Work with Dan Taormina
“Providing superior customer service, in addition to offering comprehensive planning is a priority for me. At FFP, we are a one-stop shop for investments, insurance, mortgages and tax planning. We can consolidate all of a client’s financial needs at one firm. This enables us to see the client’s whole picture. These are some of the strengths of our firm and why clients do business with us year after year.”
As Dan firmly believes in obtaining an understanding of where the client is and where he would like to be, he relies on a unique process; The Wealth Maximizer. This thoroughly analyzes a client’s situation before building a cohesive, long-term financial plan.
“We take a collaborative approach. At our weekly planning meetings several advisors collaborate on each client’s plan, providing clients with several choices. We also work closely with each client’s financial team which may include an accountant and attorney to make sure their financial lives are completely aligned with each aspect of their personal goals and objectives.”
“I’m happy to help financially educate clients. We pride ourselves on providing everything a client may need regarding their finances, investments, accounting, taxes, insurance and long-term planning.”
On the Personal Side:
Dan and his wife Rainelda live in North Arlington. They have two daughters; Rayna and Raven. As Dan enjoys spending his free time with his family, he often finds himself coaching his daughters’ youth basketball and softball teams. Other pursuits include camping, plus wine and cigar tasting. “With a growing family I don’t have to look far to see the need for long-term financial planning.”
A Rutherford native, Dan is a lifelong Giants fan. “From where I grew up, we could see the stadium. There was no other choice but to be a Giants fan.”
Daniel Taormina can also assist with your mortgage needs. Please click here to learn more.