Dan Legault

Q: What is Dan Legault email address?

Email Dan Legault at legaultdll@gmail.com and dan.legault@adviceperiod.com. This email is the most updated Dan Legault email found in 2026.

Q: How to contact Dan Legault?

To contact Dan Legault send an email to legaultdll@gmail.com or dan.legault@adviceperiod.com. If you want to call Dan Legault try calling on +15853300651 and +13125761685. (updated on October 31, 2024)

Partner Advisor at AdvicePeriod | East Greenwich, Rhode Island, United States

About Dan Legault

Dan Legault, CFP®, serves as a Partner Advisor at AdvicePeriod, where he leverages his extensive expertise in financial planning to guide families and individuals toward achieving their financial aspirations. With a Bachelor of Arts from Roger Williams University and a certificate in Financial Planning from Bryant University, Dan combines academic knowledge with practical experience to deliver tailored financial strategies. His role at AdvicePeriod is pivotal in redefining wealth management, focusing on the essential decisions that shape clients' financial futures.

Dan is particularly skilled in areas such as Pension Decision Planning and Retirement Income Planning, allowing him to provide comprehensive support for clients navigating complex retirement landscapes. He understands that each client's situation is unique, and he meticulously crafts investment management strategies that align with their long-term goals. His approach emphasizes the importance of preparing for life’s uncertainties, ensuring that clients are equipped to handle any event or opportunity that may arise.

In addition to his technical skills, Dan is an effective communicator and public speaker, often sharing insights on financial literacy and wealth management strategies. His ability to translate complex financial concepts into relatable advice empowers clients to take control of their financial journeys. At AdvicePeriod, Dan is not just a financial planner; he is a trusted partner dedicated to fostering financial confidence and security for those he serves. Through his commitment to innovative wealth management practices, Dan continues to make a significant impact in the lives of his clients.

Dan Legault Work

Partner Advisor at AdvicePeriod in November 2017 to Present

Senior Financial Advisor at StrategicPoint Investment Advisors in December 2006 to November 2017

Dan Legault Skills

Certified Financial Planner

Pension Decision Planning

Retirement Income Planning

About Dan Legault's Current Company

AdvicePeriod

Discover more about AdvicePeriod

Frequently Asked Questions about Dan Legault

What is Dan Legault email address?

Email Dan Legault at [email protected] and [email protected]. This email is the most updated Dan Legault email found in 2026.

What is Dan Legault phone number?

Dan Legault phone number is +15853300651 and +13125761685.

How to contact Dan Legault?

To contact Dan Legault send an email to [email protected] or [email protected]. If you want to call Dan Legault try calling on +15853300651 and +13125761685. (updated on October 31, 2024)

What company does Dan Legault work for?

Dan Legault works for AdvicePeriod

What is Dan Legault's role at AdvicePeriod?

Dan Legault is Partner Advisor

What industry does Dan Legault work in?

Dan Legault works in the Financial Services industry.