Dan Greco Email & Phone Number
Senior Wealth Advisor, Associate Portfolio Manager @ Richardson Wealth
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Dan Greco Location
- Victoria, BC, CA
Dan Greco Work
- 2025 -now Senior Wealth Advisor, Associate Portfolio Manager @
Dan Greco Education
- CFA Institute
Chartered Financial Analyst (Investments and Securities)
2007-2011 - Financial Planners Standards Council
CFP professional
1995-1998 - McGill University
BA (Economics)
1989-1993 - St. Andrew's High School 1984-1989
Dan Greco Skills
- Wealth Management
- Strategic Financial Planning
- Investments
- Financial Planners
- Retirement Planning
- Finance
- Financial Planning
- Retirement
- Insurance
- Investment Strategies
- Leadership
- Estate Planning
- Wealth
- Financial Advisory
- Portfolio Management
- Small Business
- Asset Allocation
- Mutual Funds
- Critical Illness
- Training
- Financial Services
- Employee Benefits
- Retirement Savings
- Income Protection
- Wealth Accumulation
- Personal Financial Planning
- High Net Worth Individuals
- Coaching
- Wealth Accumulation Strategies
- Mentoring
- Pensions
- Life Insurance
- Disability Insurance
- Personal Finance
- Estate Tax Planning
- Long Term Care Insurance
- Investment Advisory
- Long-term Care
- Holistic Financial Planning
- Savings
- Certified Financial Planner
- Recruiting
- Accounting
- Long Term Care
- Strategic Planning
- Investors
- Marketing
Dan Greco Summary
- Dan Greco, based in Victoria, BC, CA, is currently a Senior Wealth Advisor, Associate Portfolio Manager at Richardson Wealth. Dan Greco holds a 2007 - 2011 Chartered Financial Analyst in Investments and Securities @ CFA Institute. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investments, Financial Planners, Retirement Planning and more. Dan Greco has 3 emails on RocketReach.
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