Dan Drappo, CFP® and Certified Wealth Strategist®, is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. His objective is to always fully understand his client’s needs and deliver strategies that add value and offer financial confidence.
Dan has over 30 years’ experience as a Financial Consultant, is a member of the Financial Planning Association, and received his B.A. in Accounting/Finance from SUNY Oswego.
Dan works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit