Daniel White - Ameriprise Financial Services, Inc.

General information

My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

Areas of Focus

Retirement Income Strategies
Wealth Preservation Strategies
Insurance
Investments
Intergenerational Planning
Estate Planning Strategies
Charitable Giving
Tax Planning Strategies
Retirement Planning Strategies
Executive Compensation and Benefit Strategies

Qualifications

CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CRPC® Chartered Retirement Planning Counselor

Awards & Recognition

FIVE STAR Wealth Manager, 2011-2015
Better Business Bureau Accredited, 2011-2016

Education

Bachelor of Science, Finance, The Pennsylvania State University
Bachelor of Science, Spanish, The Pennsylvania State University

Professional Associations

Financial Planning Association
Philadelphia Estate Planning Council
Spring-Ford Chamber of Commerce
Montgomery County Estate Planning Council

Disclosures

Daniel White is licensed and registered to conduct business in PA.
Based on licenses and registrations I hold, I may also conduct business in DE, NY, VT, NJ, WA, IN, NE, FL, AL, AZ, CA.
CA Insurance #0I77890

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Better Business Bureau Accredited: Accreditation means the Better Business Bureau (BBB) has determined that the business meets certain standards with regard to licensing, regulatory complaints, consumer complaints, advertising and other business practices. The BBB rating system rates businesses on a scale of A+ to F, with A+ being the highest. You can view details of the rating system at http://www.bbb.org/business-reviews/ratings/index.html. BBB accredited businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation is not an endorsement or an evaluation of the quality of products or services provided. Working with a BBB accredited financial professional is no guarantee of future investment success nor is it a guarantee that the financial professional will be accredited by BBB in the future. Investors should not consider BBB accreditation as a substitute for their own due diligence and research when evaluating a financial professional’s qualifications to conduct business on their behalf.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.

The Confident Retirement approach is not a guarantee of future financial results.

Associate with an Ameriprise Financial franchise.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.