Pinnacle Financial Strategies “Financial security for your family; it’s the right thing to do.”

CONNECT

Address:

3171 Beaver Vu Drive, Suite A
Beavercreek, OH 45434

Directions:
Take Route 35 to the North Fairfield Exit
Turn Right off Exit (Go North)
Beaver-Vu Drive will be on your Right

Phone:

(937) 426-8332

Fax/Other:

(937) 426-8941

President's Message

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Daniel E. Wolodkiewicz, CFP® 

President

Pinnacle Financial Associates

We are committed to building long-term unique relationships with our clients to help them pursue their personal, business and financial goals.

Our objectives are based upon integrity, quality, and responsiveness to your unique needs.  We take a long-term approach to build relationships that last with the goal of providing sound strategies based on honest advice and services.

We encourage you to learn more. If you're ready to see life differently and you care about your family and your success, you're ready for Pinnacle Financial Associates.

Click here to read Dan's complete bio.

 

CFP® and Certified Financial PlannerTMare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

Daniel E. Wolodkiewicz, CFP® 

President, Pinnacle Financial Associates

 

Professional Specialties

 

  • Financial Planning*
  • Investment Planning Strategies*
  • Retirement Income Planning
  • Estate Planning Strategies
  • Qualified Plans for Small to Medium-Size Businesses
  • Executive Benefits Planning
  • Personal Life Insurance
  • Business Succession Planning

 Education

 

  • BS-Mechanical Engineering, Rose-Hulman Institute of Technology

 Memberships

 

  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association
  • CFA Society of Dayton

 

 

Personal

 

In his spare time, Daniel enjoys his family, golf and fishing.  He resides in Beavercreek with his wife, Janet, and they have three sons and four grandchildren.

 

*Securities offered solely by Equity Services, Inc.  Pinnacle Financial Associates is independent of Equity Services, Inc.

Dan Wolodkiewicz is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Ohio, Alabama, California, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Missouri, New York, North Carolina, South Carolina, Virginia and Wisconsin. He is also insurance-licensed in Ohio, Indiana, Kentucky, Michigan, and Florida.

Click here to return to the President's Message

 

CFP® and Certified Financial PlannerTMare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck