John T. Daley, ChFC®, CRPC®, AIF®
Private Wealth Advisor
John has over 29 years of experience specializing in wealth preservation strategies (estate planning strategies), 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 Chartered Financial Consultant® - ChFC® designation from the American College of Financial Services, Chartered Retirement Planning Counselor - CRPC® designation from the College of Financial Planning and the Accredited Investment Fiduciary® - AIF®*. The AIF Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360.
In addition to Pennsylvania, he is licensed to conduct securities business in the states of California, Florida, Kentucky, New Jersey, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia and West Virginia.
Services provided:
- Investment & Retirement Planning
- Estate Planning Strategies & 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:
- 28 Year Member of the Society of Financial Service Professionals
- 23 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 Past 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”
- Past Team Sponsor and Past Assistant Coach for “ West Allegheny Youth Baseball”
- Past Findlay Township Flag Football coach
*Use of the AIF designation does not imply that Lincoln Financial Advisors Corp. (LFA) or its Investment Advisor Representations may act in a fiduciary capacity for ERISA plans".
CRN-5345884-120922