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

Daniel Brady, CFP®

CPA,

Waverly Advisors

1500 E Lancaster Ave, Suite 204
Paoli, PA 19301
(215) 709-5100

General

Daniel Brady is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Waverly Advisors in Paoli, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)

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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