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portrait of Daniel Seghi
FINANCIAL ADVISOR

Daniel Seghi

CEPA®, CRPC™
4799 Coconut Creek Parkway, Coconut Creek, FL 33063opens in a new window
Accepting New Clients
Serving clients with $50,000
CallSend Me a Message

About Daniel

I am a seasoned financial advisor with over 20 years of experience in helping investors reach their goals.

I have an extensive background in insurance, wealth management and financial strategies. I am a partner and mentor to my clients, guiding them through life events and investment decisions, so they can move forward with confidence and security. I believe that client education is of utmost importance when building a successful relationship.

I launched my career as a financial advisor and planner with Smith Barney Citigroup in Miami. I am married and have two children. When I am not working, I enjoy traveling,...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Physicians

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Maryland Univ CollegeBachelor of Science

Personal Interests

  • Art Museums
  • Health & Nutrition
  • Traveling
  • Volunteering
  • Social Responsibility

Team Members

  • Michael Velez
    Registered Branch Associate
  • Lauren DiMartino
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(954) 973-0825

Fax

(888) 282-0340

Office Address

4799 Coconut Creek Parkway
Coconut Creek, FL 33063opens in a new window

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