Dan Grijalva

Senior Managing Director, Investment Advisory & Financial Planning Services at Clarfeld Financial Advisors, Inc. - Tarrytown, NY, US

Dan Grijalva's Colleagues at Clarfeld Financial Advisors, Inc.
David Bruckman

Principal, Financial Planner

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Rick Suarez

Chief Executive Officer

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George Gipp

Managing Director

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Daniel Verona

Tax Manager

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James Marks

Private Wealth Advisor, SVP

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Paul Hagen

Senior Vice President - Senior Investment Manager

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Diana Savoie

Trust and Estates Associate - Trust Administrator Supervisor

Contact Diana Savoie

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Dan Grijalva's Contact Details
Email (Verified)
***@clarfeld.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
914-846-0100
Location
Tarrytown, New York, United States
Company
Clarfeld Financial Advisors, Inc.
Dan Grijalva's Company Details
Clarfeld Financial Advisors, Inc. logo, Clarfeld Financial Advisors, Inc. contact details

Clarfeld Financial Advisors, Inc.

Tarrytown, NY, US • 250 - 499 Employees
Financial Services

Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family's wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client's unique circumstances.Clarfeld Financial Advisors has been ranked as one of the "Top 40 Independent RIA Firms" by Barron's, a Financial Times "300 Top RIA", and Clarfeld founder and CEO, Rob Clarfeld, has been individually recognized by Forbes' "America's Top Wealth Advisors" as New York's top ranked Independent Wealth Advisor.See Important Disclosure: https://www.clarfeld.com/disclosure/ For more information, contact us at wealth@clarfeld.com, call 914-846-0100 or visit our website, www.clarfeld.com.

Wealth Management Investment Management Financial Planning Tax Planning and Preparation Multi Family Office Services Estate and Trust Planning Retirement Planning Divorce Planning Cross Border Estate & Tax Planning Cross Border Estate & Tax Planning Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Clarfeld Financial Advisors, Inc.
Frequently Asked Questions about Dan Grijalva
Dan Grijalva currently works for Clarfeld Financial Advisors, Inc..
Dan Grijalva's role at Clarfeld Financial Advisors, Inc. is Senior Managing Director, Investment Advisory & Financial Planning Services.
Dan Grijalva's email address is ***@clarfeld.com. To view Dan Grijalva's full email address, please signup to ConnectPlex.
Dan Grijalva works in the Financial Services industry.
Dan Grijalva's colleagues at Clarfeld Financial Advisors, Inc. are David Bruckman, Rick Suarez, George Gipp, Daniel Verona, James Marks, Paul Hagen, Diana Savoie and others.
Dan Grijalva's phone number is 914-846-0100
See more information about Dan Grijalva