Daniel Dipaola Email & Phone Number
Certified Financial Planner @ iTP Partners
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Daniel Dipaola Location
- Rochester, NY, US
Daniel Dipaola Work
- 2026 -now Certified Financial Planner @
- 2024 -2026 Financial Advisor @ Osaic
- 2014 -2024 Financial Advisor @
- 2003 -2014 Financial Professional @
Daniel Dipaola Education
- University of Rochester
Bachelor's degree/ Minor Engineering (Varsity Football)
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 Varsity Football @ 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.
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