Daniel J Piero, CFP
Wealth Advisor
A John Carroll University, Boler School of Business finance graduate, Dan Piero has also completed his Series 65 and Life and Health insurance licenses and has earned his CFP designation. Having spent his first year as a college intern with Beacon in 2018, Dan then joined the team full time and has been a wonderful asset to the company and Beacon’s clients. Dan advises client in areas of financial management and investment, retirement and estate planning. Hard working, attentive, dependable and knowledgeable is exactly what Dan applies to each client interaction and takes the complexities of the financial industry and translates it into concise and digestible goals for the client to achieve financial freedom.
Growing up in North Canton, Dan now resides in Cleveland and is often found golfing, playing beach volleyball at Whiskey Island or fishing in the great waters of Lake Erie or on the Chagrin River.