Daniel Brady (CFP®, CLU, CPA, CPA/PFS, MBA)
Daniel Brady focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
As a Partner at Waverly, Dan brings over 15 years of experience in Investment Management, Tax Advisory, Trust and Estate Strategies, Business Entities, Retirement Income, Stock Options, Executive Compensation, and Generational Wealth Planning.Additional Information
Dan is a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and has an MBA in Finance. He works with clients predominantly in the Greater Philadelphia area (PA and NJ) but has the ability to serve clients nationwide. Dan provides Comprehensive Wealth Management and Tax Services.NAPFA Start Date
September 07, 2021
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