Daniel Cwik’s personal attention and dedication has helped countless families plan for a more secure financial future. As a Sr. Financial Consultant at HVFCU Financial Services, Dan is experienced in Retirement Planning, Portfolio Review, Investment Management, Tax-efficient College Savings Programs and Estate Planning. In addition, he is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
Dan’s mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, he also conducts a number of free, educational seminars and workshops on timely topics such as Social Security, retirement, and estate planning.
Dan is working towards obtaining CFP® certification. The CFP® Board is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP® Board establishes and enforces education, examination, xperience and ethics requirements for CFP®.
Dan was born and raised in Dutchess County and currently resides in Poughkeepsie with his wife and two children. He is also an active member of several local organizations, including the Pirate Canoe Club and Germania.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.