Daniel Jeffery Email & Phone Number
Certified Financial Planner @ Best Times Financial
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Daniel Jeffery Location
- Syracuse, NY, US
Daniel Jeffery Work
- 2025 -now Private Wealth Advisor @
- 2015 -now Certified Financial Planner @
- 2009 -now Benefits Consultant @ Limestone Planning Group, Inc.
- 2009 -now Member Board of Directors @ Cavalry Veterans Of Syracuse - Troop K
- 2006 -2019 Private Wealth Advisor @ Sagemark Consulting/Best Times Financial Planning
- 2004 -2009 Financial Planner @ The Carta Group
- 1998 -2004 Vice President @ Affordable Benefit Concepts, Inc.
- 1997 -1998 Sales Representative @ Managed Comp, Inc
- 1991 -1998 big @
- 1995 -1997 Account Executive @ Health Source, Inc
- 1991 -1996 Sales Representative @
Daniel Jeffery Education
- The American College
CERTIFIED FINANCIAL PLANNER™ (CFP® Certification Curriculum)
2011-2011 - College for Financial Planning
CRPC®
2010-2010 - Landmark Education 1995-2001
- Fayetteville-Manlius Sr., High School
Regents Diploma
- State University of New York College at Plattsburgh
Bachelor of Science (Business Management)
Daniel Jeffery Skills
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Financial Services
- Insurance
- Small Business
- Financial Planners
- Investments
- Wealth Management
- Wealth
- Retirement
- Employee Benefits
- Investment Advisory
- Fixed Annuities
- IRAs
- Series 7
- Asset Management
- Securities
- Financial Planning
- Asset Allocation
- Financial Analysis
- Risk Management
- Succession Planning
- Business Planning
- Charitable Giving
- Funding
- Equities
- Long Term Care
- Financial Modeling
- Wealth Preservation
- Personal Finance
- Annuities
- Retirement Income Strategies
- Investment Strategies
- Insurance Planning
- Wealth Accumulation
- IRA's
- Business Succession Planning
- Asset Management Programs
- Personal Financial Planning
- Long Term Care Insurance
- Estate/Asset Protection Strategies
- Alternative Investments for Sophisticated Investors
- Certified Financial Planner
- Life Insurance
Daniel Jeffery Summary
- Daniel Jeffery, based in Syracuse, NY, US, is currently a Certified Financial Planner at Best Times Financial Planning. Daniel Jeffery brings experience from previous roles at Converge Wealth Partners LLC, Limestone Planning Group, Inc., Cavalry Veterans Of Syracuse - Troop K and Sagemark Consulting/Best Times Financial Planning. Daniel Jeffery holds a 2011 - 2011 CERTIFIED FINANCIAL PLANNER™ in CFP® Certification Curriculum @ The American College. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Estate Planning, Financial Services, Insurance and more. Daniel Jeffery has 1 emails and 2 mobile phone numbers on RocketReach.
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