Daniel  Brady,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Brady, CFP®

Planning Capital Management

1515 Market Street, Suite 1120
Philadelphia, PA 19102
(215) 709-5100

General

Daniel Brady is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planning Capital Management in Philadelphia, PA and the surrounding communities.

Financial Advisor Overview

We are a team of advisors with the common goal of supporting our clients in making the best financial decisions possible

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources