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Vantage Point Advisors

Daniel J. Leonetti, CFP®

 

 

                                       

                                          Dan has over twenty years in the financial services industry. He began his career with one                                             of the largest professional services firms and one of the “big four” accounting firms,

                                          Ernst & Young,” as an Associate Director providing accounting and consulting services for

                                          major corporations in the Technology, Communications, and Entertainment industries.

 

                                          In 1998 Dan joined Merrill Lynch where he started an investment advisory practice                                                         providing customized wealth management solutions to small businesses, high-net-worth                                               individuals and their families. He attained membership in the Merrill Lynch Executive                                                   Club after completing stringent education and production criteria.

 

                                          In 2002 Dan moved his practice to Smith Barney where he continued to expand his                                                           financial  planning and estate planning services; he earned the designation CFP® (Certified                                           Financial Planner) in 2006 after completing the education, examination, experience, and                                                 ethics requirements of the Certified Financial Planner™ Board of Standards. Dan joined                                                 PNC Investments in 2008 to manage the investment activities of multiple bank branches in the South New Jersey area. This involved extensive training and development, monitoring and coordinating of branch employees providing investment products and service options for bank customers.

 

Dan joined the Vantage Point Wealth Advisor Network in 2012 to access an outstanding financial services platform that offers clients and advisors dependable operational support, robust trading services, an array of investment solutions, practice management support and service excellence.  Dan is a personal financial planner and owner of Vantage Point Wealth Management in Moorestown New Jersey.

 

Dan is a graduate of Temple University where he earned a Bachelor of Business Administration in Accounting. His graduate studies in Economics and Finance was completed at Widener University and Rutgers University. Dan is Series 7 General Securities, Series 63,65, and Life, Health, Variable Annuity Insurance Licensed in multiple states and is appointed with multiple Life Insurance companies.

 

Dan lives with his wife, Patty, and two sons, Daniel and William, in Marlton New Jersey. He was active in Youth sports as a soccer and baseball coach with the Marlton Recreation Council, and served as a Boy Scouts of America Cubmaster for Pack 21 in Marlton. His favorite activity is sailing on Chesapeake Bay with Patty as members of the Rock Hall Sailing Club.

 

Daniel J. Leonetti III.

Client Service Associate

 

                                               Daniel is a client service professional and a strong advocate for client satisfaction. He is                                                  responsible for handling incoming client calls and resolving all interactions positively                                                    and to the client’s complete satisfaction.  He has a proven track record of improving the                                                  client’s experience and increasing retention through knowledge, patience, and                                                                  understanding.

 

                                               In 2015 Daniel joined Vantage Point Wealth Management providing customized client support, organizing Daniel J. Leonetti II.  office activities, maintaining data, preparing direct reports and correspondence to assure the success of Client Service Associate the organization. Daniel is in the process of completing the stringent education and testing requirements of the Series 7 General Securities license.

 

Daniel is a graduate of Rowan University where he earned an Associate Degree in Business Administration and is continuing his education at Drexel University in a Bachelor of Science program majoring in Computer Technology.

 

Daniel’s responsibilities at Vantage Point include responding promptly to client inquiries in person, or via telephone, letter, and e-mail in a professional and efficient manner. It is his commitment to maintain up-to-date paper and computer based files and administrative systems, to record necessary information and initiate actions as required, and to direct unresolved issues to Certified Financial Planners.

 

In addition, Daniel is trained and registered as a Federal and State Income Tax Preparer with extensive knowledge of accounting principles, taxation policies, and income tax procedures. He is dedicated to achieve the best results for clients. He prepares individual tax returns for filing, seeks out optimal tax deductions options for each client, and evaluates accounting requirements during discovery meetings.

 

Daniel lives in Marlton, New Jersey, was active in Cherokee High School Ice Hockey and in youth sports at the Marlton Recreation Center.  He is also a member of several computer gaming and programming clubs.

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