A Consultative, Tailored Approach

Daniel Callahan, CRC®, Senior Financial Advisor

financial advisor

Daniel Callahan

CUSO Financial Services, L.P.*

Working with you one-on-one, Daniel focuses on what to prepare before retirement and how to manage your finances during retirement years. Contact Daniel today!

Your Needs Come First

“My goal as a financial advisor is to create a consistent client experience that focuses on providing the necessary knowledge, guidance, and service to help my clients manage their investment and wealth management objectives. I enjoy working with members one-on-one, and my consultative approach ensures they are actively engaged in the financial planning process. After discussing an individual’s situation, I will review and implement a strategy that is specifically tailored to their needs as a client. Ultimately, the objective is to provide peace of mind and confidence about the client’s financial future.”

Check the background of this financial professional on FINRA’s BrokerCheck.

About Daniel

As an Investment Advisor Representative and Certified Retirement Counselor® (CRC®), Daniel is responsible for putting the interests his client first. He has over 15 years’ of experience in the financial services industry, and received a Bachelor of Science from the University of California, Davis and his MBA from Drexel University Lebow College.

Securities Licensed in Delaware, Florida, Maryland, New Jersey, Pennsylvania and Virginia.

Regional Coverage

Daniel covers Citadel’s Paoli, Phoenixville and West Norriton offices.

Awards and Recognition

  • Certified Retirement Counselor® (CRC®)
  • Series 7 General Securities Representative
  • Series 63 Uniform State Law
  • Series 65 Investment Advisor Representative
  • Life/Accident and Health Insurance Licensed In PA
  • Bachelor of Science-University of California, Davis
  • Masters Business Administration-Drexel University

Schedule your complimentary consultation, today.

Contact Daniel to set up a consultation.

Email: DanielCallahan@CitadelBanking.com
Phone: 1-800-666-0191 Ext. 6008
Assistant: Scott Daggan, (610) 380-6000, ext.6622

Financial planning with one focus: you.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

**This award is presented by CFS as a way to recognize top advisors for their dedication to high standards, commitment to superior service, and outstanding performance in delivering investment services to clients.