Daniel J. Koval

  • Financial Planner
  • Investment Advisor Representative

Since joining the financial services industry, Daniel has found his passion helping clients achieve their financial goals and dreams. He welcomes all opportunities to provide clients with individually tailored, timely, insightful, advice and guidance, to help build financial strategies to meet short-term objectives and long-term goals. This passion runs in the family as Daniel is a 2nd generation financial advisor with his father having been in the financial industry for over 40 years.

Daniel has his Series 6, 63, & 65 securities licenses. He is a graduate of SUNY Purchase with a Bachelor’s Degree in Environmental Studies. He enjoys spending time outdoors with his wife Simona, and daughter Tela, and owns an aquaculture farm in NY.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in HI.