Daniel R. Levy

Dan is the Founder of North Ridge Wealth Planning and a Regional Director of Cetera Wealth Services, LLC. 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.

^{Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC.}