Daniel F. Haines
Certified Financial Planner, Accredited Estate Planner @Capitol Financial Solutions
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WORK HISTORY
Certified Financial Planner, Accredited Estate Planner @Capitol Financial Solutions
In 2020 after spending considerable time searching for the right home his financial planning practice, Dan was particularly attracted to Capitol Financial Solutions and Osaic Wealth, Inc, because of their culture of trust and innovative strategies for his clients. CFS is an independent full-service, Super-OSJ financial planning firm managing over excess of $1.5 billion in total client assets. CFS specialized in working with business owners, entrepreneurs, and professionals. The alignment of his practice with this corporate philosophy would mean better education, organization, and customer service to prepare his clients for the inevitable financial uncertainty they face in the future. With CFS local presence, clients-centered team approach, state of the art technology and industry stability Dan can help his clients and future generations achieve financial independence.
EDUCATION
Adelphi University
Certified Financial Planner Practitioner, Financial Planning and Services
Sacred Heart University
Bachelor's of Science, Psychology
SKILLS
ABOUT DANIEL F. HAINES
Successful people often have complex financial, business and life challenges. Utilizing…
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