Daniel E. Wolodkiewicz,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel E. Wolodkiewicz, CFP®

President

Pinnacle Financial Associates

3171 Beaver Vu Dr, Ste A
Beavercreek, OH 45434
(937) 426-8332

General

Daniel Wolodkiewicz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pinnacle Financial Associates in Beavercreek, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Succession Planning

More

Helpful Financial Planning Resources