About My Practice
Daniel J. Galli & Associates provides financial planning services. Our main mission is to help individuals define the answers to three important questions regarding their financial goals:
1. Where Am I?
2. Where Am I Going?
3. How Will I Get There?
Our core competencies lie in Retirement Planning and Asset Management. We also help our clients maximize their ability to save pre-tax dollars for education funding. We help design, implement, and monitor accounts that provide the potential to achieve targeted returns.
Please visit our website to review a complete listing of our Services, our Investment Philosophy, our Investment Process, our Associates, and many other aspects of our practice.
Experience
Dan Galli is a Certified Financial Planner practitioner with over twenty five years of experience in the financial services industry. He is in Principal of Daniel J. Galli & Associates and a Guest Lecturer at Boston University. Dan is a nationally recognized speaker and financial educator, often contracted by large corporations to provide financial education workshops for their employees.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: MA, RI, NH, OR, WA, OH, Health/disability insurance: MA, RI, NH, Fixed annuities: MA, RI, NH,, Variable annuities: MA, RI, NH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Broker-Dealer Affiliation
Ameritas Investment Corp.
Broker-Dealer Disclaimer
Securities and Investment Advisory Services are offered soley through Ameritas Investment Corp. (AIC). Member FDCI/FINRA. AIC and Daniel J. Galli & Associates are not affiliated. Additional products and services that are not offered through AIC may be available through Daniel J. Galli or Daniel J. Galli & Associates.
Considerations: We offer various compensation options to meet our client's best interests
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
