Dan is the President of North Ridge Wealth Planning and a Regional Director of Cetera Advisor Networks. For 30 years he was the President, CFO and CCO of North Ridge Wealth Planning's broker-dealer predecessor, North Ridge Securities Corp; he was also its founder.
He has served in the investment business for more than 35 years, beginning in the highly-regarded Personal Financial Management ("PFM") Department at E.F. Hutton & Co in NYC. There, he helped develop comprehensive written financial plans for high net worth corporate and celebrity clientele.
Dan has served, for many years, as a member of the Suffolk County Make-A-Wish Foundation's Honorary Board of Directors and is now a Board Member and one of the driving forces behind the Pat Covelli Foundation, a charitable organization devoted to raising funds for medical research as well as helping individuals and families in need throughout the Tri-State area.