Daniel Q. Scharff, CLU®, CFP®

Wealth Management Advisor

My Mission

"By having purposeful conversations, thinking carefully and acting decisively, I help my clients, family, employees and others to put their minds at ease."

Dan Scharff always has his core values and his mission top-of-mind.  Over the last 11 years, he has helped over 600 professionals and their families in the New York area, the Midwest, and across the US with their financial, retirement and estate planning.  Utilizing best-in-class insurance and investment products, Dan’s practice focuses on providing comprehensive service quickly and responsively. 

Dan’s process starts with purposeful conversations that focus on the personal, professional and financial goals of his clients.  This results in customized and highly thought-out solutions. 

The financial planning process also changes as an individual or family grows and evolves.  By contacting every client twice a year and updating each plan annually, Dan helps all of his clients strive to achieve a lifetime of financial security.


 


 

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