In his role as a Managing Advisor, Dan leads a team of advisors who help clients achieve their financial objectives through comprehensive investment management and financial planning. He also works with many clients on all aspects of services provided by the firm.
Dan is a member of the Altfest Executive Wealth Management Group and has a specialty in executive compensation, including stock options and deferred compensation.
Prior to joining Altfest in 2013, Dan started his wealth management career in 2007 at AMG National Trust Bank, where he was involved in cash-flow, tax and retirement planning for high-net-worth clients.
Dan graduated from Villanova University with a BS in Business Administration with a concentration in finance. He also completed the Financial Planning Program at Fairleigh Dickinson University. Dan is a CFP® professional and a member of the National Association of Personal Financial Advisors (NAPFA), serving on the group’s Programming Committee.
Dan is an avid golfer, and enjoys playing softball and skiing.
The Election: Your Portfolio and Your Plan
3 ways to protect your portfolio during the election
To cut through the noise this election, sign up for our webinar on April 30th with Dan Duca, CFP®, Associate Director at Altfest Personal Wealth Management. Dan will give you an unbiased look at our strategy for the election, and walk you through how we protect our clients’ portfolios and even take tactical action to benefit from volatility.
Sign Up
Sign up for Our Webinar and Learn:
- How to filter the financial information coming your way to avoid making bad decisions
- How Altfest protects client portfolios
- About the tactics we use at Altfest to help clients profit from election volatility
Our Speakers
Dan Duca, CFP®
Jesse Frehling, AIF®
As a Director on the Client Services team, Jesse works with prospective clients as they explore a partnership with Altfest Personal Wealth Management. Much of his work is focused on tying financial planning and investment management concepts to each new client’s personal life goals to enhance outcomes. He evaluates opportunities and inefficiencies in a client’s financial situation in order to provide a clear Financial Planning Roadmap and insight to clearly outline the value of our client experience.
Prior to joining Altfest, Jesse previously worked with Focused Wealth Management where he was Vice President of Wealth Management and led the firm’s business development initiatives in the employer-sponsored retirement plan market.
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