Daniel Pappas
Daniel is committed to an independent and personalized approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client's financial life. The first step in this process is to fully understand his client's specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, investment selection, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.
We partner with LPL Financial and IHT Wealth Management to offer services and platforms that we believe will best serve the needs of our clients.
3142839
6413
D045585
Tampa,Clearwater,St. Petersburg,Brandon,Valrico,Riverview,FishHawk,Plant City,Appollo Beach,Ruskin,Sun City Center,New Tampa,Wesley Chapel,Lutz,
25
12
Businesses, Individual Investors
Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management
No
Yes
Yes
Yes
I have a clean record
I have a clean record
CFP®
Series 6, Series 7
Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Your Home, Our Office, Phone, Your Office, Video Conference
Fee-Based
$250,000
Commissions, Based on Assets
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and DWF Wealth Management are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
