Daniel J. Field is a Certified Financial Planner (CFP®) with nearly ten years of comprehensive financial planning experience. He is dedicated to understanding clients’ objectives, helping to evaluate their needs and assisting them in reaching their current and future goals. Prior to joining Personal CFO Solutions, Daniel worked as a Wealth Advisor at J. M. Egan Wealth Advisors where he provided clients with advice in the areas of retirement, investment allocation and estate planning. Daniel began his career as a Financial Analyst with Summit Financial Resources. In this role, he provided support to Senior Advisors helping them service high net worth clients and their families.
Daniel graduated from Pennsylvania State University in 2003, with a Bachelor of Science degree in Finance. He currently holds Series 7, 63, 65 licenses and has his New Jersey Life Insurance license.
Daniel and his wife, Kate, along with their two dogs – Riggs and Marley, live in Denville, NJ. Daniel is originally from the small town of Lafayette in northwest New Jersey. Daniel enjoys many outdoor activities especially hiking, camping, playing soccer, competing in triathlon races and spending time with his family and friends.