Daniel F Spagnolo, RFC, MBA Innovative Planning Services Inc Daniel F. Spagnolo, RFC, MBA has been in the Financial Services industry since 1999. As a Financial Specialist, he directs individuals and business clients toward their maximum financial potential and helps improve their quality of life. He is recognized in his field as an authority in the area of Financial Services, including various forms of Investment, Retirement Planning, Risk Management, Tax Reduction and Insurance. Innovative Planning Services, Inc. is a premier Financial Services firm in Woodbury, N.Y. consisting of over 100 employees. They are positioned to handle all areas of Financial Planning. Daniel's successful career began in the commodities and foreign exchange industry in 1980 after he graduated from Queens College. He earned his MBA at St. John's University in 1986. He is Series 7 and 63 licensed along with Life and Health Insurance licenses. Daniel also holds the RFC (Registered Financial Consultant) designation. He is presently working toward his designation as a Certified Financial Planner at Hofstra University. Daniel serves on the boards of the Long Island Business Associates (LIBA) and the Preferred Provider Network (PPN). He is active in the Knights of Columbus and teaches religion at his local Parish. Daniel is an avid outdoorsman and enjoys various sports and cooking. Daniel lives in Huntington and has 2 teenage children. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. Daniel F Spagnolo Innovative Planning Services Inc 80 Crossways Park West Woodbury NY 11797 516-677-6292 516-677-6592 FAX dspagnolo@nnaplan.com Innovative Planning Services