Daniel Cfp
Founding Partner & Private Wealth Advisor at Praetego Private Wealth
New Port Richey, Florida, United States
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Daniel Cfp’s Email dcfp@praetegotax.com
Daniel Cfp’s Phone Numbers No Phone Number Available
Social Media
Daniel Cfp’s Location New Port Richey, Florida, United States
Daniel Cfp’s Current Industry Praetego Tax & Bookkeeping
Daniel Cfp’s Prior Industry J.P. Morgan | Merrill Lynch
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Work Experience
Praetego Tax & Bookkeeping
Founding Partner
2022-12-01 - Present
Praetego Private Wealth
Founding Partner & Private Wealth Advisor
Present
J.P. Morgan
Private Client Advisor
2012-10-01 - 2022-06-01
Merrill Lynch
Financial Advisor
2010-05-01 - 2012-09-01Skills
Languages
FAQ About Daniel Cfp
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Daniel Cfp is located at
New Port Richey, Florida, United States -
Daniel Cfp is a Founding Partner & Private Wealth Advisor at Praetego Private Wealth
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Daniel Cfp currently works in the Praetego Tax & Bookkeeping |
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No Languages Available
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Daniel Cfp has prior
experience in the following industries:
J.P. Morgan | Merrill Lynch -
Daniel Cfp has the following professional experience:
Praetego Tax & Bookkeeping | Praetego Private Wealth | J.P. Morgan | Merrill Lynch -
You can view Daniel Cfp’s LinkedIn profile at LinkedIn URL
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Daniel Cfp’s work email
addresses are
dcfp@praetegotax.com -
Praetego Tax & Bookkeeping |
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