Daniel M. Patti CFP® is owner and managing member of DMP Asset Management, LLC. Dan has 12 years financial services experience helping clients build and maintain wealth. Before forming DMP Asset Management, LLC, Dan was a financial advisor at Capital Wealth Management in Wilton CT, a financial advisor with Equity Services Inc. in New Canaan, CT and a Business Development Specialist with John Hancock Financial Services.
Dan is a Certified Financial Planner®, completed the FINRA Series 6, 7, 63, 66 exams, and insurance license exams for CT, NJ & NY. Dan is an active member of the Financial Planning Association, writes articles and currently hosts seminars on wealth management. Dan is in the process of writing a book on macroeconomic asset management principles.
Dan is a graduate of Spring Hill College, Mobile AL, and was a member of the Men’s Golf Team. He is also a committed philanthropist donating to several local shelters; the Christian Children’s Fund and sits on the board of Project Purple. Dan is a member of the Newtown Chamber of Commerce, Newtown Rotary Club, and is President of Business Network International's Newtown chapter. Dan resides in Newtown CT with his wife and children.
“I am extremely lucky to have succeeded in this career. Investing is not only a job for me, it's a passion. Utilizing my experience of macroeconomics, technical analysis and overall asset management is an ideal way for me to earn a living. Plus owning my own business gives me the flexibility to spend time with the most important people in my life, my girls.” – Daniel M. Patti CFP®
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