Daniel Granucci (CFA, CFP®)

Daniel Granucci focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs

Planning Specialties

Retirement Planning Family Financial Planning Investment Management

NAPFA Start Date

November 10, 2020


This Office

15 Crabapple Ln Sandy Hook, CT 06482-1539 Phone: (203) 506-6892