Meet Daniel J. Aspenleiter
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“I have one of the best jobs in the financial industry. I get to meet a lot of people and help them make smart decisions about their future. I enjoy taking the time to educate my clients on investment and insurance options, so they can feel more confident about where they’re headed.” |
Daniel J. Aspenleiter, CFP®
Vice President
Dan Aspenleiter has over fourteen years experience in financial services. This includes banking as well as financial consulting work. He takes the time to understand your particular needs, goals and tolerance for risk. With comprehensive research skills and access to timely information, Dan will help you design an investment plan that’s just right for you and your family. Plus, he can help you make smart decisions about disability, life, and long term care insurance. A lifelong Rochesterian, Dan grew up in Webster, New York, the youngest of 7 siblings. He has 19 nieces and nephews. After graduating from Bishop Kearney High School, he attended SUNY Brockport. In July of 2008, Dan obtained his CFP® certification.
When not busy with work, Dan enjoys photography, martial arts, yoga and golf. “I’m always learning something new and I like teaching others what I’ve learned… which is also how I approach my job.”
Penfield |
Irondequoit |
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Not FDIC Insured. No bank guarantee. May lose value.
Securities related products and services made available through Oakleaf Services Corp. (Oakleaf), a subsidiary of Fairport Savings Bank (FSB), are offered through Cadaret, Grant & Co. (CG), Inc., Member FINRA/SIPC. Insurance products and services are offered through Finger Lakes Investments Corporation (FLIC), CG and FLIC are not affiliated with Oakleaf or FSB, its affiliates, divisions, or subsidiaries. The CG OSJ Office for Oakleaf is located at 1159 Pittsford-Victor Rd., Suite 250, Pittsford, NY 14534. (585) 389-0326
