Daniel J. Galli, CFP<sup>&reg;</sup> - Financial Advisor

Daniel J. Galli, CFP®

Principal

Daniel J. Galli & Associates

101 Longwater Cir, Suite 203
Norwell, MA 02061
FINANCIAL ADVISOR'S WEBSITE
(781) 878-2322 CONNECT WITH Daniel
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General

Daniel Galli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Daniel J. Galli & Associates in Norwell, MA and the surrounding communities.

Financial Advisor Overview

Daniel J. Galli & Associates provides financial planning services. Our main mission is to help individuals define the answers to three important questions regarding their financial goals:

1. Where Am I?

2. Where Am I Going?

3. How Will I Get There?

Our core competencies lie in Retirement Planning and Asset Management. We also help our clients maximize their ability to save pre-tax dollars for education funding. We help design, implement, and monitor accounts that provide the potential to achieve targeted returns.

Please visit our website to review a complete listing of our Services, our Investment Philosophy, our Investment Process, our Associates, and many other aspects of our practice.

 

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Financial Advisor Experience

Dan Galli is a Certified Financial Planner practitioner with thirty-five years of experience in the financial services industry. He is the Principal of Daniel J. Galli & Associates and a Guest Lecturer at Boston University. Dan is a nationally recognized speaker and financial educator, often contracted by large corporations to provide financial education workshops for their employees. Securities Licenses in the following states: AZ, CA, CT, DE, FL, GA, IN, MA, MD, ME, MI, , NH, NJ, NM, NY, OR, PA, RI, SC, TN. TX, VA, VT and WA

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: MA, RI, NH, WA
  • Health/disability insurance: MA, RI, NH
  • Fixed annuities: MA, RI, NH,
  • Variable annuities: MA, RI, NH

Broker-Dealer Affiliation

Ameritas Investment Corp.

Broker-Dealer Disclaimer

Daniel J. Galli, CFP® offers products and services using the following business names: Daniel J. Galli & Associates – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Daniel J. Galli & Associates.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth

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