Daniel Lampe Email & Phone Number
President @ Clarity Wealth
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Daniel Lampe Location
- Naples, FL, US
Daniel Lampe Work
- 2008 -now President @
- 2005 -2008 Regional Vice President @ Phoenix Investments
- 2000 -2005 Regional Vice President, Mutual Funds @
Daniel Lampe Education
- Southern Illinois University, Carbondale
Speech Communications
1989-2002
Daniel Lampe Skills
- Retirement Planning
- Securities
- Mutual Funds
- Investments
- Retirement
- Asset Allocation
- Fixed Annuities
- Investment Strategies
- Team Building
- Team Leadership
- Organizational Leadership
- Portfolio Management
- Financial Analysis
- Management
- Banking
- Risk Management
- Microsoft Office
- Social Media
- Series 7
- Insurance
- Estate Tax Planning
- Inheritance Tax Planning
- Investment Advisory
- Market Analysis
- Cash Flow Forecasting
- Estate Planning
- Insurance Planning
- Client Communications
- Business Communications
- 529 Plans
- Account Management
- Stock Trading
- Stock Management
- Mutual Fund Analysis
- Technical Analysis
- Proposal Writing
- Writing Skills
- Apple Macintosh
- Morningstar
- Gmail
- Market Research
- Online Research
- Private Wealth Management
- 401k
- Retirement Income Strategies
- Tax Reduction Strategies
- General Insurance
- Licensed Life and Health Insurance Agent
- Series 63
Daniel Lampe Summary
- Daniel Lampe, based in Naples, FL, US, is currently a President at Clarity Wealth. Daniel Lampe brings experience from previous roles at Phoenix Investments and Prudential Financial. Daniel Lampe holds a 1989 - 2002 Speech Communications @ Southern Illinois University, Carbondale. With a robust skill set that includes Retirement Planning, Securities, Mutual Funds, Investments, Retirement and more. Daniel Lampe has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Clarity Wealth Employees
Kevin Quinn
SVP - Wealth Advisor
Naples, FL, US
M. Jones
Senior Vice President - Wealth Advisor
Naples, FL, US
Daniel Lampe
President
Naples, FL, US
Michael Priola
Wealth Advisor
Pittsburgh, PA, US
Tony Gottschalk
Vice President Wealth Advisor
Fort Myers, FL, US
Simone Waddell
Client Experience Coordinator
The Villages, FL, US
Joshua Nieman
Registered Client Associate
Pittsburgh, PA, US
Mark Pittman
Managing Director - Wealth Advisor
Pittsburgh, PA, US
Madison Pittman
Wealth Advisor
Pittsburgh, PA, US
Ashley Kelly
Senior Vice President, Wealth Advisor
Naples, FL, US
Jared Smith
Wealth Advisor
Naples, FL, US
Jp Holland
Vice President, Wealth Advisor
Fort Lauderdale, FL, US
Brian Kirk
Senior Vice President - Wealth Advisor
Naples, FL, US
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