Daniel Testa AFP® is currently an Advisory Committee Member at Frontline Mental Health and a Senior Adviser at Findex, where they continue their mission to enhance financial wellbeing and mental health advocacy. They have held various roles in financial services, including positions as a Private Wealth Advisor at Wealth Arena and a Senior Adviser at Tribeca Financial from 2020 to 2023. Additionally, they served as a Growth & Solutions Manager at Altitude in 2020 and were an Advanced Financial Advisor at BT Financial Group from 2016 to 2018. With a dedication to uplifting others, Daniel is also involved with The Male Hug, where they focus on corporate partnerships and volunteer support.
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