" My number one goal is to deliver high quality, personalized retirement planning education and guidance to our Retirement Solutions plan participants so that they can successfully meet their retirement goals and objectives. "

Daniel B. Napierkowski, AAMS®, CFP®

Dan spends many of his days on-site with plan participants to assist with retirement plan portfolio construction, monitoring, and education. On an individual level, he is also available to help participants develop a financial plan to help meet their retirement needs and goals. At the plan sponsor level, Dan participates in client Investment Committee meetings. In these meetings, Dan provides an in-depth review and analysis of investments on the Plan’s platform, benchmarking analysis of plan fees, and review of plan participant demographics.

Dan lives in New Kensington, PA with his wife, Lynda, his son, Owen, and their dog, Charlotte. When he’s not attending a Pitt Panthers football game, or cheering on the Pittsburgh Pirates, Steelers, and Penguins, you can find Dan out biking or reading.

Professional Licenses & Designations

Accredited Asset Management Specialist

CERTIFIED FINANCIAL PLANNER™ Practitioner

Education

B.A. in Finance - Indiana University of Pennsylvania

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876