Daniel Giddens, CF2

About Daniel Giddens

I am a 39 year veteran of the financial services industry and have built a successful planning and investment management practice.  Previously, I spent 26 + years helping mutual fund companies, insurance companies, and money managers build and market world class investment solutions to individual and institutional investors. I graduated Cum Laude in 1983 with an MBA from Southern Illinois University and hold the designation of Certified Investment Management Analyst (CIMA®) awarded by the Wharton School of Business in Philadelphia, Pennsylvania. In addition, I am a Certified Financial Fiduciary®, bound to put your financial interests above everything else.
We are committed to providing the very best in planning and investment advice, in a way that is actionable and easy to understand.
The Financial Planning process is like a bicycle. The rear wheel is the engine which is represented by your investments and income sources, which include earnings, pension plans and Social Security. The front wheel directs the bike to where you want to go. You tell us where you want to go, and how fast you want to pedal, and we will build a solid framework to hold it all together and find the route that is right for you.  From that point forward we will continually monitor and meet with you regularly to provide status updates and make changes or adjustments to tune the bike up when needed or if your goals and objectives change.
Securities offered through Securities America, Inc. Member FINRA/SIPC
Advisory Services offered through Securities America Advisors, Inc.
Pathways Financial and Securities America are separate entities.