Daniel J. Disimile: Profile

Daniel J. Disimile’s career in the financial services industry began on October 19, 1987 when he joined Merrill Lynch in Beverly Hills, California.

On a day when the Dow Jones Industrial Average dropped 22.6%, a passion was lit to understand the forces behind the financial markets, especially in regards to stocks.

He joined A. G. Edwards as a Vice President of Investments in 1998, and AXA Advisors as a financial planner in 2001.

To refine his ability in advising clients on financial matters he became a Certified Financial Planner in 2006.

In 2009, he became an investment advisor registered with the State of California in order to provide the most appropriate financial products and services for clients without any inherent conflicts of interests which could arrive in being aligned with any bank, insurance company or broker dealer.

CREDENTIALS:

      • Investment Adviser                       State of California                      September 30, 2009
      • Certified Financial Planner              CFP Board of Standards             March 30, 2006
      • California Life Insurance                 License # 0730293                   August 21, 1987

FINRA securities licenses:

      • Series 6      Investment Company, Variable Contracts
      • Series 7      General Securities Representative
      • Series 24   General Securities Principal
      • Series 63   Uniform Securities Agent State Law
      • Series 65   Uniform Investment Adviser
      • Series 66   Investment Advisor, Registered Representative

Daniel J. Disimile was born and raised in Astoria Queens, New York. He holds a Bachelor’s Degree in Liberal Arts from Rider College, Lawrenceville, New Jersey.

In 1980, he moved to Long Beach, California and worked with a local CPA firm while pursuing a Master’s Degree in Industrial Psychology from California State University, Long Beach.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.