Daniel C. Shaifer, CFP®

Paraplanner
Professional Focus
Assist in the preparation of comprehensive, goals-based financial plans tailored to the client’s personal and financial circumstances and objectives.
Professional Credentials
Certified Financial Planner, CFP®
Registered Realtor®
Education
Temple University, BBA, Finance and Financial Planning
Personal
Outside of work, Danny enjoys spending time with his best friend, Big Dog. In the summer, they go swimming in the creek and play fetch with a stick; in the winter they enjoy romping in the snow and building a snowman. Danny also enjoys rehabbing older Philadelphia homes with interesting architectural details.

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Business Address

103 Montgomery Ave
Montgomeryville, PA 18936

Mailing Address

P.O. Box 1010
Montgomeryville, PA 18936

Call Us

215.643.9100

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