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

Daniel Friedlander, CFP®

United Planners Financial Services

3236 Peninsula Cir
Melbourne, FL 32940
(321) 426-4049


Daniel Friedlander is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Planners Financial Services in Melbourne, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: NY,FL
  • Health/disability insurance: NY,FL
  • Fixed annuities
  • Variable annuities: NY,FL

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Identity Theft, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources