About Tasciotti
36+ years of helping turn retirement uncertainty into quiet confidence.
About Dan Tasciotti
A broadcaster who learned to listen. An advisor who speaks plain English.
For seventeen years, Dan was an on-air Emmy Award-winning television news broadcaster. With a Master’s from Syracuse University he covered everything from presidents to everyday people. He learned the skill that would define his second career: the ability to take something complicated and make it feel simple, human, and true.
When broadcasting began to change and stability mattered more than bylines, with two kids, a wife, and a desire to stop relocating, Dan earned an MBA nights and weekends, discovered financial services through his father-in-law, and never looked back.
When broadcasting began to change and stability mattered more than bylines, with two kids, a wife, and a desire to stop relocating, Dan earned an MBA nights and weekends, discovered financial services through his father-in-law, and never looked back.
36 years of helping turn retirement uncertainty into quiet confidence.
Experience across major market cycles, the 2001 crash, the “lost decade”, 2008 crash, COVID.
36+
Years of Experience
Hundreds
Of Succuessful Retirements
Complex ideas explained in plain English. No jargon. No charts for charts’ sake.
Dan Tasciotti didn’t start in finance. He started in front of a camera.
For seventeen years, Danwas an on-air Emmy Award-winning television news broadcaster. With a Master’sfrom Syracuse University he covered everything from presidents to everydaypeople. He learned the skill that would define his second career: the ability to take something complicated and make it feel simple, human, and true. When stability mattered more than bylines, two kids, a wife, a desire to stop moving, Dan earned an MBA nights and weekends, discovered financial services through his father-in-law, and never looked back.
Connect With Dan
If you are headed toward retirement, want to spend freely, not lose what you have, send less to the IRS, and leave more to the next generation, I can help.
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