Advisor Profile
Dan Tascioitti
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.
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The kind of advisor you meet and think: I wish I’d had this conversation years ago.
Life Experience
Dans Story
The Newspaper Route
The story that matters most began early. Starting at age ten, and through his high school years, Dan delivered the morning newspaper. His route ran through a street of mostly blue-collar families and ended at Chili Avenue, a broad boulevard lined with the large homes of doctors. He collected quarters on their doorsteps, watched them age, watched some retire well and others with difficulty. He learned at this early age that smart, successful people are still just people. And that some of the smartest ones end up with less than they should because they thought retirement would take care of itself.
The Accident
On August 26, 2016, Dan was almost killed in a serious car accident. Later, a friend’s comment stopped him: “The Almighty didn’t take your life, because He has people He still needs you to help.” From that moment, Dan made it his assignment to help successful people in their later years, spend more, lose less to the IRS, and pass more to the next generations.
The Practice Today
My practice is exclusively retirement planning. My team can help with other financial matters, but you and I will work together personally on your retirement. Ana Maria, Nick, Alica, Mason and Brady are here to add further specialized expertise and guidance.
A Different Focus.
Many of my clients already have a wealth building advisor. They work with me to spend more, pay less to the IRS, and leave more to their family. Waiting too long to prepare can cost you your best options.
