Daniel V. Giaimo is a Certified Public Accountant, Certified Financial Planner® Practitioner and Registered Representative with LPL Financial.
With over 25 years of experience in the financial services industry, Dan has built a holistic practice that is focused on the entirety of each client’s financial picture. After listening carefully to desired outcomes, he develops investment management and asset allocation strategies designed to address each client’s 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 planning.
Dan lives in Mount Kisco with his wife Jackie, son Christopher, and daughter Sofia. He enjoys golfing, traveling and attending as many baseball and volleyball games starring his children as possible.