Dan Donofrio, CFP®

  • Senior Financial Analyst
    917-745-3670
    dan@ajwealthllc.com
    Dan Donofrio, CFP®

    Dan is a Senior Financial Analyst at AJ Wealth. He provides high-level service to clients in the areas of financial planning, investment management, tax and estate planning. Dan works to understand each client’s individual needs and the complexities of their financial lives to assist with thoughtful decision making. Dan holds the CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining AJ Wealth, Dan worked as a Wealth Advisor at The Colony Group, where he helped deliver a wide range of wealth management and investment advisory solutions for executives, entrepreneurs, high-net-worth individuals and families. Dan graduated from Lehigh University in 2013 with a Bachelor of Science & Business Economics.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647
info@ajwealthllc.com

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