K. Bob Danias, CFP®
CERTIFIED FINANCIAL PLANNER™ Financial Advisor & Practice Owner
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professional to pursue your financial goals.
Danias Financial Mgmt believes that a thorough financial evaluation and a solid financial plan are essential for long-term investment success.
Danias Financial Mgmt does not use or have proprietary products, so every recommendation that we make has your best interest in mind.
Danias Financial Mgmt offers a wide range of insurance options and will help you choose the strategy which best fit your goals & objectives.
Danias Financial Mgmt can advise on various types of Retirement & Non-Retirement Income Planning & Distribution Options using Multiple Investment Platforms.