Daniel Wallach, CFP®, is a Partner at Beacon Wealth Advisors, LLC, which they co-founded in 2014. They offer financial planning, investment management, and consulting services to families and entrepreneurs across the country. Additionally, Daniel owns BLOX Properties Inc., focusing on real estate acquisition and development in the greater New York City area, and serves as Principal at CW Realty, specializing in the greater Boston area. Previously, Daniel held the position of Senior Financial Advisor at Ameriprise Financial Services, Inc., and has been a Registered Principal and Financial Advisor with LPL Financial since 2010.
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