By Daniel Staiger, CFP®, CRPC®
I’ve never built a house, but I do know this: if you skip steps in the construction process or try to cut corners, putting wall joists too far apart or not insulating properly, you may end up with something that looks like a house but critical pieces are missing. It’s the same with finances. There are many moving pieces and important steps to make everything fit together. When I started looking for jobs to launch my career, I realized that many people had no idea what to do with their money, and it was setting them up for a disaster down the road.
I knew that whatever job I pursued needed to include the opportunity to serve others in a tangible way and add value to their lives. I became a financial advisor so I could help them build a strong financial house and guide them to a place where they could experience confidence in their financial future.
I became a financial advisor in 2007, earning the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ certifications and have spent the last 14 years helping families, pre-retirees, and union employees navigate their financial challenges and opportunities. As a partner at Matarazzo Staiger Wealth Management and Financial Advisor at Raymond James Financial Services, I spend my days walking my clients through a comprehensive, customized planning process and building long-term relationships so they have someone to turn to as they journey through life.
I love that I get the opportunity to help others reach their financial potential. I consider it a privilege to get to know my clients, sort through their concerns, goals, dreams, and fears, and design a plan that will get them from point A to point B. Seeing the relief on people’s faces when they learn how to take control of their money and make it work for them is why I come to work every day! My clients are like family to me, and I want to make sure they are well taken care of no matter what life throws their way.
Don’t just take my word for it—experience the difference an objective, relationship-based financial advisor can make in your life. Take the first step toward your dream future by emailing me at daniel.staiger@raymondjames.com or calling (631) 319-6777 to schedule a no-obligation introductory meeting.
Daniel Staiger is a partner at Matarazzo Staiger Wealth Management and Financial Advisor with Raymond James Financial Services. Matarazzo Staiger Wealth Management is an Independent Practice and our team is committed to helping families, pre-retirees, and union employees build a sense of security and confidence around their financial future. With more than 10 years of experience, Daniel is dedicated to providing trusted advice and tailored solutions that help his clients realize their financial potential. He is known for building relationships with his clients so he can better understand their values and the goals they want to pursue. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ professional, Daniel specializes in serving union employees, such as tradespeople and teachers, with well-thought-out guidance and a personal touch. When he’s not working, Daniel spends his time pursuing interests such as guitar, volleyball, golf, and cooking. He is also an active member of his church. To learn more about Daniel, connect with him on LinkedIn.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
