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Daniel Luntz

  • Financial Advisor
  • Investment Advisor Representative

 

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Daniel Luntz brings a dedicated focus on fostering strong client relationships as a Financial Advisor and Investment Advisor Representative at Barnum Financial Group. With a commitment to providing clients with confidence and control over their financial future, Daniel helps ensure they are equipped with a clear roadmap for success.

Having spent close to a decade in the commercial interiors industry, Daniel transitioned to fulfill his passion for Financial Planning and Wealth Management. Joining the esteemed Fortune Williamson Team, he brings a wealth of experience and a commitment to excellence.

Daniel’s roots trace back to Croton on Hudson, NY, and he graduated with a Bachelor of Science in Entrepreneurial Management from the University of Rhode Island in 2013. His professional journey has been marked by diverse roles, offering him insights into serving clients from all walks of life.

Daniel holds his Series 7 and Series 66 Securities Licenses, along with accreditation to sell Life, Accident & Health insurance. Residing in the vibrant Seaport district of downtown New York City, Daniel enjoys a fulfilling personal life alongside his wife Melanie and their beloved one-year-old dog, Shea. An avid golfer and proud member of the Montclair Golf Club in NJ, Daniel also finds joy in long-distance running, boasting accomplishments such as completing the NYC and Berlin Marathons.

 

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

Check the background of this investment professional on FINRA’s BrokerCheck.

Daniel Luntz

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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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