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DANIEL JOIE

CFP®, Financial Services Representative, Financial Advisor
16 Campus Boulevard Newtown Square, PA 19073

PROFESSIONAL QUALIFICATIONS AND ACCREDITATIONS

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Registered Representative and Investment Advisor Representative, MML Investors Services, LLC.
  • Financial Professional for over 25 years
  • Graduate of Rutgers University, B.S. Degree in Accounting & Business Management
  • Series 7, 22 & 63 securities registrations
  • Graduate of College for Financial Planning

AREAS OF CONCENTRATION

  • Wealth Accumulation & Distribution Strategies
  • Retirement Planning
  • Business Succession Strategies
  • Educational Funding Strategies
  • Estate Conservation & Family Legacy Strategies
  • Executive Compensation Plans
  • Life, Disability Income & Long-Term Care Insurance
  • Qualified (401K, IRA, Roth IRA) & Non-Qualified Retirement Programs Industry
  • National Association of Insurance and Financial Advisors
  • Society of Financial Service Professionals

PERSONAL

  • Resides in Newtown Square, PA with his wife Beverly Bernstein-Joie
  • Enjoys: time with his 3 children and 7 grandchildren, playing golf, & traveling
  • Active with Variety Club & Children’s Hope Foundation