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

Daniel F. Raite
Managing Partner

Daniel F. Raite founded Pinnacle Investments with Gregg Kidd in 1995. They shared the vision of creating a boutique financial services firm focused on the needs of clients.

Contact Daniel today at danraite@cpcfs.com

Robert F. Cuculich, MBA
Gregg A. Kidd
Eric D. Krouse
Daniel P. Mody, CFP
Benjamin R. Quilty
Daniel F. Raite
Dario J. Vacco
Ryan W. York