Daniel Sparta Email & Phone Number
Certified Financial Planner @ Grandview Partners
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Daniel Sparta Location
- Westwood, MA, US
Daniel Sparta Work
- 2025 -now Certified Financial Planner @
- 2013 -2025 CERTIFIED FINANCIAL PLANNER™ @
- 2010 -2013 CERTIFIED FINANCIAL PLANNER™ @
- 2005 -2010 Financial Advisor @
Daniel Sparta Education
- University of Denver
BSBA (Economics)
2000-2004 - John Cabot University
(Study Abroad)
2004-2004 - Deering High School 1997-2000
- Merrimack College
(Certified Financial Planner Designation)
Daniel Sparta Skills
- Stocks
- Long Term Care Insurance
- Series 7
- Life Insurance
- Series 66
- Annuity
- Risk Management
- Mutual Funds
- Insurance Planning
- Strategic Financial Planning
- Disability Insurance
- Budgets
- Microsoft Word
- Strategic Planning
Daniel Sparta Summary
- Daniel Sparta, based in Westwood, MA, US, is currently a Certified Financial Planner at Grandview Partners. Daniel Sparta brings experience from previous roles at The Axial Company, Northeast Financial Services and TD Bank Group. Daniel Sparta holds a 2000 - 2004 BSBA in Economics @ University of Denver. With a robust skill set that includes Stocks, Long Term Care Insurance, Series 7, Life Insurance, Series 66 and more. Daniel Sparta has 1 emails and 2 mobile phone numbers on RocketReach.
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Daniel Sparta
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