Daniel Paradise, CFP®

Daniel Paradise, CFP®

Founding Partner, Vice President

Retirement Planning Specialist

In 2007, Dan began his career with Equitable Advisors in his home town of Buffalo.  Working his way up from an intern he began his practice just a short year later.  As his practice grew, helping families with their finances through small and manageable steps, Dan pursued an opportunity in the Raleigh branch of Equitable Advisors where he quickly became a leader in that community. 

In 2012, Dan obtained the coveted Retirement Planning Specialist designation from the Wharton School of Business in Pennsylvania. 

Shortly thereafter, as business was booming, Dan began hiring and developing junior advisors to help with his growth plans in Raleigh.  Through one advisor at a time, Dan shared his talents and vision to be the number one advisor team in the south with every member who joined his team. 

Continuing to maintain and expand his education is important to Dan.  He obtained the CERTIFIED FINANCIAL PLANNERTM designation in 2018.  This certificate is awarded to those who have met CFP Board’s initial and ongoing certification requirements and have agreed to adhere to CFP Board’s Standards of Professional Conduct.

As Regional Vice President his capacity includes taking on a leadership role at the branch level to facilitate that growth.  Three years after taking on this responsibility, his team elevated the ranks to top-10 in the nation for attracting, retaining, and developing top talent and has been amongst the best ever since.

The growth opportunities of the Raleigh market shows that there is no sign of stopping.  Dan's team continues to be in the top-5% in many categories of Advisor development and client satisfaction, which provides a foundation for our work with clients. 

He does all this while being an involved husband and father with his wife Meaghan and son Carter.  Dan is also active in the MeFine Foundation, which dedicates time and money to families of critically ill children in his local community.

 

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oakbridge Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 919-341-1688
Fax 919-954-1545
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