Daniel A. White,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel A. White, CFP®

CRPC®

Financial Advisor

Ameriprise Financial Services, Inc.

168 West Ridge Pike, Suite 202
Limerick, PA 19468
FINANCIAL ADVISOR'S WEBSITE
(610) 825-4909 CONNECT WITH Daniel
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General

Daniel White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Limerick, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®

Insurance Licenses

  • Life insurance: CA Insurance #0I77890
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households

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