Daniel B. Napierkowski AAMS, CFP®

Daniel B. Napierkowski AAMS, CFP®
Investment Relationship Manager

Dan shares the responsibility for meeting with plan participants, on-site, on a quarterly basis to assist with retirement plan portfolio construction, monitoring and education. He is also available to help participants develop a financial plan to help meet their retirement needs and goals.

Professional Licenses:
FINRA Series 65
Life Health and Annuity Licensed

B.A. – Finance, Indiana University of Pennsylvania

Professional Designations:
Accredited Asset Management Specialist
Certified Financial PlannerTM practitioner


Dan has been selected a Five Star Wealth Manager SM for 2016.  As seen in Pittsburgh Magazine. Five Star Wealth Managers are selected through an independent rating service.
  "My number one goal is to deliver high quality, personalized retirement planning education and guidance to our Retirement Plan Solutions participants so that they can successfully meet their retirement goals and objectives."  

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.