Daniel C. Caffrey, CFP<sup>&reg;</sup> - Financial Advisor

Daniel C. Caffrey, CFP®

CLU, ChFC

Investment Advisor Representative

Lincoln Financial Securities

2250 E Parham Rd
Richmond, VA 23228
(804) 264-1010

General

Daniel Caffrey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lincoln Financial Securities in Richmond, VA and the surrounding communities.

Financial Advisor Overview

Daniel C. Caffrey, CFP, ChFC, CLU assists clients in pursuing their financial dreams by designing plans to help address their goals and objectives.  Daniel has been a Financial Representative for 20+ years allowing him to offer his clients a wealth of knowledge and experience. 
Daniel's experience includes, but is not limited to, providing clients with an understanding of how to pursue financial independence in their personal and business lives.  In order to best serve his clients, Daniel is strongly committed to personal development and staying current in today's fast-paced and changing marketplace.
His vast understanding of the financial issues facing people today serves as a basis for how he works with his clients; helping them realize their financial independence.
He specializes in money management, retirement planning, IRAs, and retirement plan design, implementation and administration.
If you're thinking of retirement and are in need of investment planning, he'd be grateful for the opportunity to assist you.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Daniel C. Caffrey, CFP, ChFC, CLU is a Registered Representative with Lincoln Financial Securities Corp., Member SIPC.  Securities and advisory service offered through Lincoln Financial Securities Corp., a broker/dealer and a registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies.  Securities offered to residents of VA.  Advisory services offered to residents of VA.  Branch Office: 2250 E. Parham Road, Richmond, VA 23228. LFS-1469223-041216

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Succession Planning

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Helpful Financial Planning Resources