Profil
Mr. Daniel J.
Yergan is an Associate Wealth Advisor at Fidato Wealth LLC.
He he specializes in providing exceptional advisory services to both existing and prospective high-net-worth clients.
He is responsible for ensuring that clients progress with their individualized wealth planning goals and are connected with a professional network of attorneys, accountants, and other specialists to help advance their wealth plan.
He graduated from Youngstown State University with a bachelor’s degree in business administration.
Postes actifs de Dan Yergan
| Sociétés | Poste | Début |
|---|---|---|
Fidato Wealth LLC
 Fidato Wealth LLC Investment ManagersFinance Fidato Wealth LLC is an independent registered investment advisor and wealth management firm headquartered in Middleburg Heights, Ohio. The firm was founded by Anthony (Tony) D?Amico in 2011. Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals, and business owners. | Analyst-Equity | 01/05/2023 |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Fidato Wealth LLC
Fidato Wealth LLC Investment ManagersFinance Fidato Wealth LLC is an independent registered investment advisor and wealth management firm headquartered in Middleburg Heights, Ohio. The firm was founded by Anthony (Tony) D?Amico in 2011. Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals, and business owners. | Finance |
