Daniel E. Wolodkiewicz, CFP®

President, Pinnacle Financial Associates

Since founding Pinnacle Financial Associates in 2002, I’ve worked with families, and businesses, as their problem-solver to uncover opportunities. Partnering with clients, to turn their financial goals and dreams into a realistic plan, is at the heart of what I do.

I utilize a comprehensive process for financial planning, and retirement income planning that provides a solid foundation to work with your CPA, attorney, and other trusted professionals to align with your financial goals.

Business owners appreciate the process to create a smooth transition, provide benefits to their employees, and address risk-based planning that includes insurance, wealth preservation, estate planning strategies, and investment management.

I value relationships with my clients and feel that we are stewards, who should provide, “Financial security for your family, because it’s the right thing to do.” 

 

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 five 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 Adviser Representative of Equity Services, Inc. and offers securities in Ohio, California, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Missouri, New York, North Carolina, South Carolina and Virginia. He is also insurance-licensed in Ohio, Indiana, Kentucky, Michigan, and Florida.