Daniel Palfi

Daniel Palfi: Email & Phone Number

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Financial Planning Associate at D'Entremont Wealth Management, Northwestern Mutual|Boston, Massachusetts, United States

Position:

Financial Planning Associate at D'Entremont Wealth Management, Northwestern Mutual

Location:

Boston, Massachusetts, United States

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Last updated: 2026-09-13
Updated: 2026-09-13

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Work Experience 5 years

Financial Planning Associate at D'Entremont Wealth Management, Northwestern Mutual

Sep 2026 - Current

Athletics Video Crew at The Johns Hopkins University

Jan 2026 - May 2026

Private Wealth Analyst Intern at Wealth Coast Wealth Management

Jun 2025 - Jul 2025

Research Department at Your Fuel, Your Focus Marketing Campaign

Jan 2025 - May 2025

Client Services/Marketing Support Intern at Wealth Coast Wealth Management

Jun 2024 - Aug 2024

Head 16u Coach at SADDLEBACK-EL TORO SET WATER POLO CLUB

May 2024 - Aug 2024

Operations Intern at Wealth Coast Wealth Management

Jun 2023 - Aug 2023

Assistant Water Polo Coach at Santa Margarita Catholic High School

Jun 2023 - Jul 2023

Lifeguard at Premier Aquatics Services LLC.

May 2021 - Sep 2021

Marketing/Connection Assistant at Brian Maryott Congressional Campaign

Jan 2021 - Apr 2021

Daniel Palfi started working in 2021, then the employee has changed 7 companies and 9 jobs. On average, Daniel Palfi works for one company for 3 months.

Daniel is proficient in Hungarian and Spanish.

Daniel holds Series 63, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor's degree at The Johns Hopkins University

Santa Margarita Catholic High School

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