Daniel Paradise, CFP®
Senior Vice President, Southeast Complex | Raleigh, NC
In 2007, Dan began his career with Equitable Advisors in his home town of Buffalo. Working his way up from an intern he began his practice just a short year later. Dan has a passion for hiring and developing junior advisors and believes the growth opportunities of the Raleigh market show no signs of stopping.
Continuing to maintain and expand his education is important to Dan. He obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2018. This certificate is awarded to those who have met CFP Board’s initial and ongoing certification requirements and have agreed to adhere to CFP Board’s Standards of Professional Conduct.
Oakbridge Financial Group is not owned or operated by Equitable Advisors or Equitable Network.