Biography
Dan Polizzotti, a Financial Advisor and member of Acorn Financial Services, has focused on the implementation and management of investments, insurance, retirement planning and tax reduction strategies for over 34 years.
Client Commitment
Dan's most deeply held principle is his distinguishable service to his clients. To help you meet your financial objectives and build your wealth, Dan first listens to your personal goals, and then offers effective approaches to achieve them. Through Acorn Financial Services, Dan has access to unparalleled resources that include planning methodology, investment strategies and state-of-the-art technology designed to help streamline almost any financial picture.
Business Philosophy
Dan's philosophy is based on the concept of comprehensive financial planning and investment management. He focuses on the achievement and realization of your stated objectives. As a Financial Adviser, Dan concentrates on providing high-level customer service while developing strategies to help you manage personal and corporate finances. With prowess in diverse products and services, Dan stands out with his broad, inclusive, seamless service ability and his effectiveness to build long-term relationships based on trust and integrity.
Personal Profile
A graduate of Gettysburg College, Dan also holds the professional certification of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Investment Fiduciary and Chartered Life Underwriter designations. Dan is a Financial Adviser of Signator Investors, Inc., a Registered Investment Adviser and holds a General Securities license as a Registered Representative of Osaic Wealth, Inc., a full-service broker/dealer.
Dan, his wife Lisa, their son, Dan Jr., and two daughters Katie & Lynne reside in Bergen County, New Jersey. They enjoy numerous outside activities including skiing, hiking, and swimming. Dan was instrumental in the formation of the Ramsey Junior Lacrosse Association and served as President for many years. Additionally, he served on the advisory Council for Gettysburg College Athletic Programs. He is a member of the Greater North Jersey Estate Planning Council and the Society of Financial Service Professionals where he has served as treasurer and a member of the Board of Directors.