Daniel R. Legault, CFP®
Senior Financial Advisor
“Integrity and due diligence are two core values that guide my wealth management advice. I believe financial success is dependent on listening to my clients’ concerns and applying expert knowledge to meet their needs.”
Daniel Legault, CFP®, serves as Senior Financial Advisor, providing financial planning and investment advice to new and existing clients. Dan holds a BA in Public Administration from Roger Williams University. He has a Certificate in Financial Planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™ certificant. He has been with StrategicPoint since 2006.
Dan holds the FINRA Series 65 License and RI Life and Health Insurance Producers Licenses. He appears as a regular guest on WJAR/NBC10 with Frank Coletta. He had also appeared on StrategicPoint’s Making Money radio show on WHJJ 920-AM and AM790 WPRV.
Dan is a member of The Financial Planning Association of Rhode Island, a non-profit organization that fosters the value of financial planning and advances the financial planning profession. He is also currently a member of the Estate Planning Council of Rhode Island.
Dan enjoys sports of all kinds, such as golf, hiking, and hockey. He lives with his wife, Nicole, in Warwick with their two children.
Check out Dan’s most recent media appearance below: