Confidential Planning Offering you over 30 years experience in the 403(b) market.

Daniel P. Mody, CFP
Partner

Daniel P. Mody started his career in the financial services industry in 1994 after earning a Bachelor’s degree from the State University of New York at Geneseo in 1993. Dan became a Certified Financial Planner™ (CFP) licensee when he completely satisfied the CFP® Board of Standards stringent licensing requirements in 1997.

Contact Daniel today at
dpmody@cpcfs.com

Robert F. Cuculich, MBA
Gregg A. Kidd
Eric D. Krouse
Daniel P. Mody, CFP
Steven R. Pickard, AAMS
Daniel F. Raite
Mark A. Stanczyk
Dario J. Vacco