Daniel DeRosa
We recognize money touches every part of peoples’ lives and when people are financially healthy, they can better focus on what they do best- caring for those around them. We want you to feel secure through seen and unforeseen life events, to stay with careers you love without burnout, and to remain an active presence in your community. That is why my wife, helping as my Administrative Assistant, and I work to advise individuals and organizations that empower under-resourced communities (public employees, non-profits, and small business owners primarily). Our work takes the form of retirement plans, employee benefits, financial planning, and staff education.
California Insurance License #: 2127440
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.