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Daniel Cusato

Daniel Cusato

Financial Planner

Daniel specializes in Comprehensive Financial Planning for Creatives. He saw firsthand how important the need for Financial Planning was when his wife, Teegan, started her career on YouTube and his sister Gianna began her career in the Performing Arts. The lack of Financial Guidance & Resources for this demographic sparked his interest in providing services for entrepreneurial ventures, Business Owner Planning and Retirement Planning.

"Our process allows us to assess our clients’ entire financial picture across, legal, accounting, insurance, and investment perspectives, in conjunction with their legal and tax advisor, to provide the confidence and clarity they deserve in their financial plan."

Dan graduated from St. John Fisher University with a Bachelors in Sport Management. After spending 2 seasons with the Buffalo Bills, he decided to pursue a career in Financial Services. Dan currently resides outside of Rochester New York with his Wife Teegan and Daughter Kahlan.

Dan holds FINRA Series 7, 66 and 63 registrations and is licensed in Life Insurance in New York. Outside of work and his community involvement, Dan is a sports enthusiast and a huge Minnesota Vikings fan (SKOL) and is a big-time gamer.