Daniel T. Fais has spent the last 25 years based in Northern New Jersey helping clients across the country build, preserve, and transition wealth they have accumulated over their lifetime. He has attained the Chartered Retirement Planning Counselor (CRPC) and Retirement Income Certified Professional (RICP) designations. Mr. Fais believes that managing risk is just as important as maximizing returns. He takes a planning-based approach in working with clients by initially establishing what goals are most important for them to achieve both short and long term. From there an analysis is done to measure where the client currently stands in relation to those goals and what would need to be done going forward to achieve the desired outcomes. An investment plan is then established around clear expectations of risk, expected returns, transparency of fees, exceptional customer service, honesty & integrity. Mr. Fais is supported by various specialists in insurance, estate planning strategies, and complex investment products, among other areas. He will also coordinate with your CPA and/or Estate Attorney when appropriate. Prior to working as a Financial Advisor Mr. Fais graduated from the University of Pittsburgh in 1999 with a dual degree in Economics & Business Administration. He has a daughter in college and is a lifelong resident of Bergen County NJ.