VP, CFP®, Financial Consultant, Regional Sales Coordinator
216 Washington Street
Watertown, NY 13601
Dan Drappo, CFP®, is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. His objective is to always fully understand his client’s needs and deliver strategies that add value and offer financial confidence.
Dan has over 30 years’ experience as a Financial Consultant, is a member of the Financial Planning Association, and received his B.A. in Accounting/Finance from SUNY Oswego.
Dan works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services