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Daniel R Masiello, Private Wealth Advisor serving the Staten Island, NY area - Ameriprise Advisors

Daniel R Masiello

CFP®, ChFC®, CLU®, CFS®, LUTCF

Private Wealth Advisor

Managing Director of
Masiello, Nicolosi & Associates
35
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
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance

Interests

I enjoy watching and coaching baseball, dining out at Manhattan restaurants, and spending family time with my wife Barbara Ann and my three children, Cristina, Diana, and Daniel Jr.

Awards & recognition

  • Ameriprise Circle of Success, 1989-2011, 2019-2021
  • Ameriprise Financial Hall of Fame , 2008

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CFS® Certified Fund Specialist
  • LUTCF Life Underwriting Training Council Fellow

Education

  • B.S. New York Institute of Technology

Community participation

  • Volunteer driver for Staten Island Meals on Wheels