Daniel Nardolillo: Email & Phone Number

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Director of Planning at WealthPlan Advantage|San Francisco Bay Area, United States

Position:

Director of Planning at WealthPlan Advantage

Location:

San Francisco Bay Area, United States

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Last updated: 2026-07-03

Updated: 2026-07-03

Found email addresses for Daniel Nardolillo:

Business emails:

d***d@wealthplanadv.com

Personal emails:

s***j@address.com

Found phone for Daniel Nardolillo:

+1-***-***-7649

A different Daniel Nardolillo?

Work Experience 11 years

Director of Planning at WealthPlan Advantage

Apr 2024 - Current

Associate Wealth Advisor at Summit Financial

Jul 2021 - Current

Director of Operations at WealthPlan Advantage

Jul 2021 - Apr 2024

Operations Manager at WealthPlan Advantage

Jan 2019 - Jul 2021

Client Relationship Manager at WealthPlan Advantage

Jun 2015 - Jan 2019

Daniel Nardolillo started working in 2015, then the employee has changed 1 company and 4 jobs. On average, Daniel Nardolillo works for one company for 3 years 3 months.

Their professional focus is Client Services Management, Estate Planning, and Financial Planning across 3 core areas.

Daniel holds Certified Financial Planner (CFP), Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, and Series 66 - Uniform Combined State Law certifications.

Education

Bachelor of Science - BS at Boston College

Boston College Carroll School of Management

Mount Saint Joseph High School

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