Financial Advisor, Series 6,63, AIF®
Daniel Lipsitz has been affiliated with L&M since 2005 and is a Registered Representative with Securities America, Inc. having obtained FINRA Series 6 and 63 licenses along with the Accredited Investment Fiduciary designation.
With a focus on business owners and professionals interested in estate planning and financial planning, he develops plans to help clients work toward their financial goals. This includes working to minimize risk and create income streams that are designed with the goal of lasting through a retirement and leaving remaining assets to beneficiaries in the most tax efficient manner possible. In addition to retirement planning, he also specializes in life insurance planning.
Bachelor of Science in Business, Bryant & Stratton, 2007
What Inspires Me: I am inspired by my father, Gregg, especially in the way he lives his professional and personal life. His dedication to clients and family are the foundation for how I go about my everyday activities at work and at home.