Daniel D’Ordine, CFP®
Daniel D’Ordine is a CFP® professional who has been helping clients solve their financial problems for over 15 years. He established DDO Advisory Services, LLC to help professionals and their families on a wide range of financial issues during both their peak earning years and retirement. He has been a CFP® practitioner since 2005. Prior to becoming a financial adviser, he was a Senior Consultant at KPMG Consulting.
Dan works closely with his clients in developing customized financial planning solutions, which may include a comprehensive financial plan, an insurance program (life, disability, long-term care), as well as managing personal and retirement investment accounts. His clients come from all walks of life – single, married, domestic partners, divorced, widow(er)s, baby boomers; freelancers, small business owners, artists, educators, and corporate executives.
Dan has presented to numerous groups in New York City, including Women In Children’s Media, The Freelancer’s Union, the Marymount School, and an educational seminar at the New York Public Library. He has been featured in The Wall Street Journal’s Financial Advisor Blog, WallStreetJournal.com, and Billboard Magazine, as well as quoted on cnbc.com, thestreet.com, bankingmyway.com, bankrate.com, and Big Apple Parents.
Dan holds a Bachelor’s Degree in Music from Brown University and a Master’s Degree in Music from New York University. After living and working in New York City for 20 years, he now resides in Rhinebeck, NY with his wife, son, and twin daughters.