Dan Trerotola

Dan has been a financial advisor since 1980.  His goal is to help his clients as they work to pursue their financial goals.

As an independent financial advisor with LPL Financial, Dan has the freedom to be objective in advising and selecting the appropriate investments for his clients.  When recommending an investment to his clients, it is his belief that the investments need to be monitored and reviewed on a regular basis.

Dan is a student of the markets.  He believes in following trends and world events to assist in managing an account.  He feels a financial advisor needs to be proactive in trying to anticipate how these events could affect the markets and his clients' investments.

Clients can expect Dan to be honest when talking about potential investment returns and in planning retirement income.

Dan's investment philosophy is based on an absolute return approach.  This approach attempts to produce positive returns in both good and bad markets.  This differs from a relative return approach which is designed to try and beat a benchmark, like the S&P 500.  An absolute return approach seeks to produce positive returns by using different investment management tools, even in a down market.