Daniel M. Patti CFP® is owner and managing member of DMP Asset Management, LLC. Dan has 10 years financial services experience helping clients build and maintain wealth. Before forming DMP Asset Management, LLC, Dan was a financial advisor with Capital Wealth Management in Wilton CT, a financial advisor with Equity Services Inc. in New Canaan, CT and Business Development Specialist with John Hancock Financial Services.
Dan is a Certified Financial Planner®, has passed the FINRA Series 6, 7, 63, 66 license exams, and insurance license exams for CT, NJ & NY. He is also an active member of the Financial Planning Association and has written published articles on wealth management, and currently hosts seminars on wealth management. Dan is also in the process of writing a book on 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 time and money to several local shelters and his biggest contribution is to the Christian Children’s Fund.
Dan resides in Newtown CT with his wife and daughters.
“I am extremely lucky to have succeeded in this career. Coming to work every day, studying, trading and analyzing the markets has never been a job to me. It’s a Passion. Utilizing my experience of trading, technical analysis and overall asset management to help others, is the only way I could ever imagine making 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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