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Our financial advice team


Daniel Iachello

Daniel Iachello

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Sound Directions Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Cash Flow Management Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Investments

Interests

Daniel currently lives in Celebration, FL with his rescued puppy, Dante. Away from the office, he enjoys theme parks, culinary exploration and wine collecting. To pursue his passion for wine history, he became a Level 1 Sommelier in his spare time. Additionally, he spends much of his free time supporting a variety of local charities, including Habitat for Humanity and Give Kids the World.

Awards & recognition

  • Ameriprise Top Achiever, 2018-2020
  • Ameriprise Circle of Success, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7

Education

  • Bachelor of Science, Cornell University
Newsletter

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Community participation

I volunteer at Feeding America-Tampa Bay sorting food and loading trucks to help families in our community as well as with Habitat for Humanity. I became involved with this organization because I believe everyone should have enough food to eat.