Daniel V. Giaimo is a Certified Public Accountant, Certified Financial Planner® Practitioner and Registered Representative with LPL Financial.
With nearly 30 years of experience in the financial services industry, Dan has built a holistic practice focused on the entirety of each individual’s financial circumstances and priorities. After listening carefully to desired outcomes, he develops investment management and wealth planning strategies designed to address clients' specific, and often complex, requirements.
Dan believes passionately in the importance of relationships and knows that you are entrusting him with your family's future. He accepts that responsibility and strives to be a tireless and trusted partner who is deeply committed to helping you pursue your financial dreams.
He specializes in four main areas: investment planning & wealth management, risk management, estate planning and tax efficiency.
Dan lives in Mount Kisco with his wife, Jackie and their two adult children, Christopher and Sofia. When not relentlessly following market dynamics, his favorite place is on the golf course. He also enjoys reading classic literature and traveling with his family.