DASPENLEITER@AMERICANPORTFOLIOS.COM
Dan has been helping families, small business owners and high net worth clients make smart financial decisions since 1995. He began his career in the banking industry and achieved his CERTIFIED FINANCIAL PLANNER™ designation in 2008. He joined the Finger Lakes team as an independent advisor in 2018.
Among his career achievements, Dan was responsible for creating, implementing, and managing the Investment Services Subsidiary at Fairport Savings Bank. He also served as a Personal Banker and member of the Financial Planning team at Canandaigua National Bank & Trust. Additionally, he was also the Director of Financial Planning at a local Wealth Management firm serving high net worth clients.
Dan specializes in retirement income and next generation beneficiary planning. He will take the time to listen and understand what is important to you and develop strategies to complement a comprehensive approach to wealth management.
Dan is the youngest of 7 siblings and has several nieces and nephews. He lives in Webster NY and enjoys spending time with family, cooking, golfing, traveling, and spending time outdoors.