Daniel J. Pearsall
Financial Professional
Phone: 315-272-8387
dan@tailoredwealthsolutions.com
Daniel Pearsall is a Financial Professional with over 12 years of experience in the Financial Services industry. He offers financial services for families, retirees and business owners, with experience in investment strategies. A caring and committed problem solver, Daniel crafts tailored financial strategies to support clients’ confidence in their financial futures as they pursue their objectives.
Prior to joining the firm, Daniel resided in New York City where he was the Director of Investment Operations at Waterfall Asset Management, a $9B hedge fund based in Manhattan.
Daniel was born in Central NY and currently resides in Saratoga Springs, NY. He received his Bachelor’s degree at Siena College where he graduated with a degree in Finance and Investment Management. Away from the business, Dan enjoys traveling, golfing and spending time with family and friends.
Daniel holds FINRA series 7 and 63 licenses along with Life and Heath Insurance Licenses.
CA Insurance License #4098016