Daniel J. Stahlie

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Daniel J. Stahlie is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and needs. Daniel employs an in-depth discovery process to understand clients' specific situations, time horizons, and risk tolerances. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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