Daniel P. Mageras, CFP®, CPFA® CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor®
Dan Mageras thrives on the intricacies of wealth management and derives fulfillment from positively impacting families’ lives. His mission is to maximize the available resources for investors, tailoring financial vehicles to their unique needs. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®), he actively listens to clients, leveraging insights to create, implement, and continually monitor personalized financial plans.
Community Commitment:
Dan, along with his family, calls northeast St Petersburg home. Julie Mageras, his wife, retired as a Registered Nurse from Johns Hopkins All Children’s Hospital’s Neonatal Intensive Care Unit (NICU). Their children – Lydia, Veronika, and Daniel – bring joy to their lives. They worship as a family at St Raphael Catholic Church. Dan enjoys quality time with his loved ones in addition to playing golf and basketball.
