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Our financial advice team


Daniel Hohenberg, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Daniel Hohenberg

CRPC

Financial Advisor

Kuttin Wealth Management
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • SUNY Albany, 1983-BS in Communications with Marketing Concentration

Previous experience

  • Citigroup Global Markets Inc., Financial Advisor, 6/2012 - 2/2014, East Northport, NY
  • Merrill Lynch, Assistant Vice President, Senior Financial Advisor, 1/2007 - 7/2012, Bayside, NY
  • Citigroup Global Markets Inc., Financial Advisor, 10/1994 - 1/2007, Jericho, NY

Community participation

Coached CYO basketball and sponsor of Komen Race for the Cure.

Interests

I enjoy outdoor activities and travel with my wife of 26 years. I have two children, a daughter who attends UMASS/Amherst and is majoring in Speech and Language and son who lives on the West Coast and works in finance in the high tech industry. We have lived in Commack, NY for the past 22 years.