Daniel Tasciotti, CLU, Certified Financial Planner™ Professional, is a veteran Miami estate planning professional, now in his twentieth year of practice.
Prior to starting his firm, he enjoyed a successful sixteen year career as a television journalist, winning the Emmy award for excellence in broadcast journalism.
During his years of practice Dan has helped hundreds of Miami families and businesses with their long-term retirement and estate plans. He is well versed in investment, taxation, insurance, estate, and charitable gifting issues. His unique ability is in helping people achieve their maximum financial potential with minimum risk.
He serves as vice president of the Estate Planning Council of Miami, and is past president of the Children’s Resources Center for developmentally disabled pre-school children, where he has been active for more than twenty years.
His firm, Tasciotti Financial, is located in the Doral Center, serving clients throughout South Florida, and many former Miamians who have relocated throughout the country.
Dan and his wife Jane have been happily married for thirty-one years. They have two children, Stephanie and J.D.