He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. His focus is on advanced business, estate, and estate tax planning. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.ĭrew Besonson is the President of Poise Wealth. Dan is an avid outdoorsman and a proud supporter of Rutgers University.Ĭertified Financial Planner Board of Standards, Inc. He graduated from Rutgers University with a bachelor’s degree in economics and political science. Through the implementation of independent recommendations, Dan ensures his clients stay on track with their financial plan.ĭan is a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) professional and holds his series 7 registration through LPL Financial, his series 66 registration through Bleakley Financial Group and life and health insurance licenses. After specific goals are agreed upon, Dan and his team develop customized financial planning strategies to address each objective. The financial planning process begins with an initial meeting to clearly define what is important to each client. AGUANNO, CFP®, FINANCIAL ADVISORĭaniel Aguanno has been assisting his clients in working toward financial security since 2007.
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