Dan Pagliaroli
Helping Media Executives Produce their Ideal Financial Future. Retirement Planning - College Saving - Estate Preservation
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Dan Pagliaroli
Who I am:Before joining New York Life and NYLIFE Securities, I had an 8-year career in television production spent between ESPN and FOX Sports. Working on shows like SportsCenter, First Take, and The Herd with Colin Cowherd was a great pleasure. Now I maintain my enthusiasm for the sports world in my spare time (Go Bills), along with hiking, skiing, and the occasional underwhelming round of golf. I\'m passionate about helping people align their investments with their goals and worldview.Who I Serve:I specialize in helping media executives gain clarity on their financial situation with a MAP planning approach and ultimately aid in producing their optimal financial future.Your Problems:a. Multiple accounts from prior employersb. Not knowing how much or for long to save for retirement, education, etc.c. Portfolios lacking transparency, performance, or a clear directionHow I Help:a. I work with clients to bring organization and simplicity through account consolidationb. Bring my clients into an optimum lifestyle through goal setting and financial mappingc. Build and reconfigure portfolios that reflect your personal needs and viewpointMy Philosophy:Wealth is so much more than assets however it is important to steward them well. I enjoy working with my clients throughout their lives to grow wealth and put it to good use, for them, their family, and the world.Contact me now to set up a 15 min discovery c••••••••@ft.newyorklife.comI am licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.NYLIFE Securities LLC is a New York Life Company.I am not licensed in all jurisdictions.801 N. Brand Blvd14th FloorGlendale, CA 91••••••••00California Insurance license number: 40•••31Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Experience
Financial Services Professional
Oct 2019 — Present · Los Angeles, CA, US
Education
Northeastern University
Bachelor's degree, Communication and Television Production
2008 — 2013
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