Dan Legault's Location
East Greenwich, RI, US
Dan Legault's Work
- Partner Advisor @ AdvicePeriod
- Senior Financial Advisor @ StrategicPoint Investment Advisors
Dan Legault's Education
- Roger Williams University
BS (Public Administration)
1997 - 1999
Dan Legault's Skills
- Certified Financial Planner
- Pension Decision Planning
- Retirement Income Planning
- Investment Management
- Registered Investment Advisor
- Public Speaking
Dan Legault's Summary
Dan Legault, based in East Greenwich, RI, US, is currently a Partner Advisor at AdvicePeriod, bringing experience from previous roles at StrategicPoint Investment Advisors. Dan Legault holds a 1997 - 1999 BS in Public Administration @ Roger Williams University. With a robust skill set that includes Certified Financial Planner, Pension Decision Planning, Retirement Income Planning, Investment Management, Registered Investment Advisor and more, Dan Legault contributes valuable insights to the industry. Dan Legault has 2 emails on RocketReach.
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