Dan is a driving force in expanding Valenta’s 401(k) services and enhancing the personalized support we offer to both businesses and individuals. With over 25 years of experience, he brings a wealth of knowledge and a genuine passion for helping clients achieve their financial goals. Whether you’re looking to optimize your company’s retirement plan, explore new investment opportunities, or refine your overall financial approach, Dan will work tirelessly to ensure you have the resources and guidance you need to succeed.
Dan’s commitment to financial well-being extends beyond his professional life. He’s actively involved with organizations like the Trillionaires Foundation, where he advocates for financial literacy among children of color. This passion for empowering individuals through education underscores Dan’s dedication to making a positive impact on the lives of his clients and the community.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.