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Meet Daniel

Daniel LeRoy, CFP®

Financial Advisor & Retirement Planning Specialist

(703) 205-0350

Daniel is a Financial Advisor at Licentia Financial with  Equitable Advisors LLC, where he focuses on assisting clients with investment and retirement planning, tax mitigation strategies, college planning and much more.

Before beginning his career at Equitable he wanted to make sure he gave back in more than a weekend basis and decided to join the Peace Corps. Stationed in the Dominican Republic as a Small Business Development Volunteer, he was able to build two tour companies while managing a Cooperative of fishermen. In his spare time he taught English and Entrepreneurial classes in the community while working very closely with Rotary International and the local Government.

Bringing his passion of helping those in need, he quickly became a leading force within the Capital by earning the Equitable Fast Start Award for his achievements.

Daniel is a Graduate of SUNY Geneseo with a degree in Business Administration. He holds the Series 7 and Series 66 registrations; and Life, Accident and Health Licenses along with the Retirement Planning Specialist (RPS) designation from UPENN Wharton School of Business. 

His goal is simple though, to treat every client with respect and care while bringing the knowledge and support of his entire team for the most innovative concepts, strategies and qualifications in the financial world.

If you are looking for some help please feel free to reach out for a complimentary session.