Daniel Bellina, RFC, RIA
Specialize working with High Networth individuals & Retirees. Love serving our Veterans, First Responders, School / Gov't Employees, Church, Small Businesses and anyone who provides a service to others.
We are NOT a Bank, Major warehouse or Insurance company. We are an Independent Financial Services Firm. Your success is our success.
Our order of life is God, Family, Friends, Country and Financial Success. What are your gifts? Let's talk.
I ‘m blessed to have been in the investment field since 1979. Have never worked for a bank or insurance company. We are NOT a Bank, Major warehouse or Insurance company. We are an Independent Financial Services Firm. In my past life I served this Great country from 1971 - 1992 as an Airborne Infantryman. Positions from Private to Battalion Sergeant Major.
2002 Society of Certified Senior Advisors Denver, CO Certified Senior Advisor (CSA)
1991-1996 Dade County Public Schools Miami, FL Substitute Teacher Certificate: Grades K-12 th , Adult and Vocational
1985 International Association for Financial Planning (RFC) Atlanta, GA
1986 -1991 University of Miami Miami, FL Computer courses, i.e.,Dbase, Lotus, WordPerfect, etc.
1973 -1984 University of Maryland Frankfurt, Germany Degree
Smart Vestor ( Dave Ramsey) 2017
Endorsed Local Provider ( Dave Ramsey) 2014
Society of Certified Senior Advisors (CSA) 2002
National Health Underwriters President Counsel 1999
Registered Financial Consultant (RFC) 1996
International Registry of Who’s Who 1994
State of Tennessee Colonel 1989
Commonwealth of Kentucky Colonel 1988
International Association for Financial Planners (IAFP) 1984
Sorry, no records were found. Please adjust your search criteria and try again.
Sorry, unable to load the Maps API.