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Daniel P. Jeffery, CFP®, CRPC® Thumbnail

Daniel P. Jeffery, CFP®, CRPC®

Personal CFOs

Daniel P. Jeffery, CFP®, CRPC®


Dan embodies personal service - understanding true value of your financial planning is measured by the service you receive after your financial plan is implemented. Beginning his career in the financial services industry in 1991, Dan has grown his business through a multi-faceted approach of working with business owners, successful individuals and families to help them transfer their business into a sustained lifestyle and intergenerational wealth transfer.

Dan holds the CERTIFIED FINANCIAL PLANNER™ certification through the American College. He is a member of the Financial Planning Association (FPA). Dan’s broker/dealer is Commonwealth Financial Network. It is recognized as an FPA alliance firm for its commitment to professionalism in financial planning.

Dan is dedicated to helping you:

  • Identify your goals
  • Analyze your current program
  • Develop a comprehensive written financial plan based on sound advice
  • Implement your financial plan
  • Monitor your progress on a regular basis

Dan resides in Manlius with his wife and their two children. Dan is a member of the Financial Planning Association of Central New York and the Cavalry Club in Manlius, New York. He is an active Alpine Ski Patroller at Labrador Mountain. He is a former president of the George Wortley Foundation, the Auxiliary to Upstate Medical University, and the former Big Brother for the Big Brothers Big Sisters of Onondaga County. Dan graduated from SUNY Plattsburgh with a BS in business management.

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