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Our financial advice team


Daniel R. Masiello, Financial Advisor serving the Staten Island, NY area - Ameriprise Advisors

Daniel R. Masiello

CFP®, BFA, CRPC®

Financial Advisor

Vice President of
Masiello, Nicolosi & Associates
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Insurance
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Interests

Sports:

  • Played four years of collegiate baseball and two years of professional baseball
  • Yankees, Rangers, and Giants fan
  • Brazilian Jiu-Jitsu
  • Men's league hockey

Books on self development

Restaurants and wine

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Dowling College BA in Finance 2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Columbus Citizens Foundation YAA- member