About My Practice
Daniel C. Caffrey, CFP, ChFC, CLU is a Financial Adviser with the Nationwide Financial Network. Daniel is able to offer a variety of financial services from planning with insurance and investment products needed by his clients to acheive their goals and objectives.
Daniel is a graduate of Southeastern Louisiana University in Hammond, LA. He has gladly resided in Richmond, Virginia for the past 20 years. He has a son, Connor, who is 10 years old. Daniel's hobbies include golf, fitness and sports. Daniel carded a hole-in-one in golf and has finished 2 marathons.
Daniel is actively involved with his church and in the community. Daniel has been a coach of youth sports for over 30 years. He is a Competent Toastmaster and was the co-founder, past president and Toastmaster of the Year with the Innsbrook Toastmasters Club. He is an active member of the Innsbrook Breakfast Club and is Past President of a local Business Network International (BNI) Group.
If you're thinking of retirement, investments or protecting your family and assets, he'd be grateful for the opportunity to assist you.
Securities and Investment Advisory Services offered through Daniel C. Caffrey as a Registered Representative and Investment Adviser Representative of Nationwide Securities, LLC, P.O. Box 183137, Columbus, OH 43218, 888-753-7364. A Registered Investment Advisor. Member FINRA, SIPC. DBA Nationwide Advisory Services, Inc. in AR, FL, IL, WV. DBA Nationwide Advisory Services in MA, NY, OK. Representative of Nationwide Life Insurance Company, affiliated companies and other companies.
Daniel C. Caffrey, CFP®, ChFC, CLU. has over 15 years of experience in the Financial Services Industry. He has been affiliated with some outstanding companies. He was originally a Financial Adviser with MassMutual and was also a Finanical Planner with Wachovia Wealth Management.
Daniel earned the designation of Certified Financial Planner®(CFP®) from the CFP® Board of Standards and earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College. Daniel's expertise includes, but is not limited to, providing clients with an understanding of how to achieve financial independence in their personal and business lives. In order to best serve his clients, Daniel is strongly committed to personal development and staying current in today's fast-paced and changing marketplace.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: VA, Health/disability insurance: VA, Fixed annuities: VA, Variable annuities: VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
Considerations: Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc. Member FINRA, SIPC; a Registered Investment Advisor. 4405 Cox Road, Suite 250 Glen Allen, VA 23060. 804-288-7272.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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