Daniel Dipaola Email & Phone Number
Certified Financial Planner @ iTP Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Dipaola Location
- Rochester, NY, US
Daniel Dipaola Work
- Certified Financial Planner @ (May 2026 - Present)
- Financial Advisor @ Osaic (October 2024 - May 2026)
- Financial Advisor @ (October 2014 - October 2024)
- Financial Professional @ (January 2003 - October 2014)
Daniel Dipaola Education
- University of Rochester
Bachelor's degree/ Minor Engineering (Economics/Engineering)
1998-2002
Daniel Dipaola Skills
- Series 7
- Life Insurance
- Investments
- Long-term Care
- Retirement Planning
- Wealth Management
- IRAs
- Disability Insurance
- 401k Rollovers
- Roth IRA
- Variable Annuities
- Term Life Insurance
- Fixed Annuities
- Mutual Funds
- Insurance
- Financial Planning
- Long Term Care
Daniel Dipaola Summary
- Daniel Dipaola, based in Rochester, NY, US, is currently a Certified Financial Planner at iTP Partners. Daniel Dipaola brings experience from previous roles at Osaic, American Portfolios and Equitable. Daniel Dipaola holds a 1998 - 2002 Bachelor's degree/ Minor Engineering in Economics/Engineering @ University of Rochester. With a robust skill set that includes Series 7, Life Insurance, Investments, Long-term Care, Retirement Planning and more. Daniel Dipaola has 1 mobile phone numbers on RocketReach.
Looking for a different Daniel Dipaola?
Find contact details for 700 million professionals.
Others Named Daniel Dipaola
Daniel Dipaola
Certified Financial Planner
Rochester, NY, US
Daniel Dipaola
Manager of Rehab Services
Doylestown, PA, US
Top iTP Partners Employees
Jeffrey Hartman
Managing Director
Ponte Vedra Beach, FL, US
Barbara Marshall
OSJ Director of Operations
Ponte Vedra Beach, FL, US
Daniel Dipaola
Certified Financial Planner
Rochester, NY, US
Tom Beam
Partner
Rochester, NY, US
Reid Wingate
Wealth Management Advisor
Florida, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co