Dan McAuliffe has been a Financial Advisor with Equitable Advisors since 2010. He graduated from The Canisius College Wehle School of Business with a Bachelor’s Degree in Management and a minor in International Business. Prior to joining Equitable Advisors, Dan was an advisor with the Paulson Investments Company, LLC where he focused on positioning publicly traded equities and venture capital opportunities for accredited investors.
Dan has achieved various advanced certifications and licenses in his field including:
- Asset Allocation and Wealth Management Strategies certification from Harvard University;
- Retirement Planning Specialist certification from the Wharton School of Business;
- Bloomberg Terminal certification; and
- FINRA Series 7, Series 63, and Series 65 registrations.
Dan explains, “I provide strategies customized to the unique needs of the client. My goal is to be the client’s primary source of financial advice by using the nearly unlimited resources at my disposal through our many financial partners. I concentrate on developing long-term relationships through a commitment to high quality customer service. Clients can rely on our team’s approach to personalized advice, first-class strategies, and extensive wealth management experience.”
Dan believes in giving back to the community. He currently works with and supports various nonprofits including, CAPTAIN, The United Way, Buffalo Olmstead Parks Conservancy, Capital City Rescue Mission, The Buffalo Zoo Foundation, the Erie County SPCA, The Buffalo Squash and Racquet Association and the Saturn Club Historic Preservation Foundation. He also sits on the board of directors for multiple nonprofit organizations in Western New York.
Dan resides in Buffalo’s Central Park neighborhood with his wife Elizabeth, their son Daniel and daughter Wynne. In addition, Dan works out of the Saratoga County office located in Clifton Park, NY, which is also his hometown.
- Summit Award
- Circle of Excellence Award
- National Leaders Corps
Office: (716) 626-2561
CA Insurance License # 0H83943
i. Disclosure – The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Equitable atretirement@Equitable-equitable.com