John T. Daley, ChFC®, CRPC®

John T. Daley, ChFC®, CRPC®

Private Wealth Advisor

John has over 29 years of experience specializing in wealth preservation strategies (estate planning), asset management programs, (investment planning) and retirement income planning for business owners, executives & professionals.  John is a Private Wealth Advisor with Lincoln Financial Advisors Corp. a broker/dealer and registered investment advisor and has earned the ChFC® (Chartered Financial Consultant) certification from the American College of Financial Services and a Chartered Retirement Planning Counselor, CRPC® designation from the College of Financial Planning.  

In addition to Pennsylvania, he is licensed to conduct securities business in the states of California, Florida, Kentucky, New Jersey, North Carolina, Ohio, Texas and West Virginia.

Services provided:  

  • Investment & Retirement Planning
  • Estate & Business Succession Planning
  • Executive & Employee Fringe Benefit Plans
  • Education Funding (College Savings )
  • Life, Disability Income & Long Term Care Insurance
  • Mutual Funds, Annuities & Asset Management Programs

Affiliations:

  • 20 Year Member of the Society of Financial Service Professionals
  • 22 Year Member of the National Association of Insurance Financial and Advisors
  • Past Member of Executive Board of Directors and Current Member of the Pittsburgh Airport Area Chamber of Commerce
  • Past Chairman and Current member of the Ambassador Committee for the Pittsburgh Airport Area Chamber of Commerce
  • Alumni of the Honorary Commanders Association
  • Certificate of  “Special Recognition Congress of the United States of the States House of Representatives”
  • Past President of the  “West Allegheny Youth Association”
  • Team Sponsor and  Assistant Coach for “ West Allegheny  Youth Baseball” 
  • Findlay Township Flag Football coach   

CRN-2750837-093019

Phone 724-743-6170 or 724-926-8588
Fax 724-926-3337
Mobile Phone 412-303-1516