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Our financial advice team


Daniel Iachello, Financial Advisor serving the Orlando, FL area - Ameriprise Advisors

Daniel Iachello

CFP®, CRPC, APMA

Financial Advisor

Associate Vice President
Sound Directions Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66

Education

  • Bachelor of Science, Cornell University, Ithaca, NY

Awards & recognition

  • Ameriprise Top Achiever, 2018-2020
  • Ameriprise Circle of Success, 2020, 2021
  • Sound Directions Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021

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

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.

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.