Daniel C. Danese, CFP®, CLU®, RICP®

Daniel C. Danese, CFP®, CLU®, RICP®

Legacy Solutions, Inc.
200 S. Union Street
Kennett Square, PA  19348

Phone: (610) 444-9920
Fax: (610) 444-9918
ddanese@legacysolutions.org
www.legacysolutions.org

Experience

Began career in 1984 and performed various planning and executive roles prior to establishing Legacy Solutions, Inc in 2002.
Firm specializes in comprehensive planning which encompasses retirement, estate and business planning solutions.

Education

BS from West Chester University. Certified Financial Planning (CFP) practitioner, Chartered Life Underwriter (CLU) and Retirement Income Certified Professional (RICP) from American College.
Has qualified for Top of the Table on numerous occasions and is a member of the Forum 400 and the Financial Planning Association (FPA).

Family

Married 34 years with four children.

Community

Past president of local Rotary, past Assistant District Governor and recipient of Rotary Community Service Award. Board member of the Kennett Flash.

The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are “Top of the Table” producers, “Court of the Table” producers, and/or seasoned financial planners, each with many years of experience. A prospective member is carefully screened before being invited to join the study group and each is considered a provisional for the first year.

Next Events

Link to Events
  • Omaha, NB

    February 21-23, 2019