Daniel Shaifer

Realtor® | Asset Manager | Paraplanner | CFP®

Role
Paraplanner at Blbb Advisors
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daniel Shaifer

As a Associate Financial Planner in the Financial Planning department of BLBB, I assist…

Experience

  1. Paraplanner

    Blbb Advisors

    Jan 2023 — Present · PA, US

    Founded in 1964, BLB & B is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique situations and goals. BLB & B offers the capabilities of a larger firm coupled with the personal attention of a boutique practice. Our attention to detail, wealth of experience, and broad perspective enable us to consistently deliver customized and comprehensive financial planning resources to our clients that help them, in turn, make better financial decisions, avoid taking on unnecessary risk, and feel in better control of their financial futures. For more information about our services, visit

Education

  • Fox School of Business at Temple University

    Bachelor of Business Administration - BBA, Finance & Financial Planning

    2020 — 2022

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Daniel Shaifer — Paraplanner at Blbb Advisors in Philadelphia, PA, US | Unifers