Joseph Dankowski Location
United States
Joseph Dankowski Work
- 2022 - now Financial Planner @ Heritage Financial Consultants LLC
- 2022 - now Financial Planner @ Maryland Financial Planners
- 2009 - 2022 Wealth Management Advisor @ First Financial Group
- 2006 - 2009 Field Vice President, CERTIFIED FINANCIAL PLANNER™ @ Financial Services Company
- 2002 - 2006 District Manager and Financial Advisor @ Financial Services Company
- 1999 - 2002 Financial Advisor @ American Express Financial Advisors
Joseph Dankowski Education
- Providence College
B.S. (Health Policy / Management and Economics)
1995 - 1999 - Holy Cross High School1991 - 1995
- University of Maryland - Robert H. Smith School of Business
Joseph Dankowski Skills
- Retirement Planning
- Wealth Management
- Investment Strategies
- Alternative Investments
- Tactical Asset Allocation
- Wealth Preservation Planning
- Risk Management
- Financial Analysis
- Strategic Financial Planning
- Financial Modeling
Joseph Dankowski Summary
Joseph Dankowski, based in United States, is currently a Financial Planner at Heritage Financial Consultants LLC. Joseph Dankowski brings experience from previous roles at Maryland Financial Planners, First Financial Group and Ameriprise Financial Services, Inc.. Joseph Dankowski holds a 1995 - 1999 B.S. in Health Policy / Management and Economics @ Providence College. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Strategies, Alternative Investments, Tactical Asset Allocation and more. Joseph Dankowski has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Heritage Financial Consultants LLC Employees
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Christopher Portner
Financial Planner at Heritage Financial Consultants LLC
Cockeysville, MD, US5+ -
Kathy Armstrong
Financial Planner at Heritage Financial Consultants LLC
Baltimore, MD, US12 -
Thomas Spray-Fry
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Lutherville-Timonium, MD, US24 -
Andrew Horowitz
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Baltimore, MD, US11 -
Harriet Doherty
Financial Planner at Heritage Financial Consultants LLC
Cockeysville, MD, US1
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