Dan Csontos

Wealth Management Associate

As a Private Wealth Advisor of the TFS Wealth Management Team, Dan can help you define your current situation, look at your future goals, and outline a program to help you achieve them. He understands that each person’s position is unique. Together with clients’ valued input, he feels they can develop a strategy that is based on clients’ needs and objectives. This is just part of the relationship; the other part is making sure his clients are comfortable with and fully understand each decision that is implemented on their behalf. On behalf of our firm, Dominick will bring a wealth of experience, knowledge, and resources to his valued clients. He is registered in NJ and Fl.

Dan joined Tomorrow’s Financial Services Inc. in 2018. Prior to joining TFS, his experience includes the positions of Regional Sales Manager Merrill Lynch, Regional VP for the Retirement Group at Merrill Lynch, Product wholesaler for Merrill Lynch, and started his career at Franklin Templeton Distributors as a mutual fund wholesaler. Dan graduated from Florida State State University with a B.S. Degree in Finance in 1997 and holds certificates from the College for Financial Planning that include Charted Retirement Plan Consultant and Chartered Mutual Fund Consultant. He Currently resides in Manasquan, New Jersey with his wife Adelle. When he’s not helping clients, Dan has his USCG Captains license and runs charters for clients. He enjoys spending time with family, boating and fishing, watching and playing sports, and volunteering within the community.

 

Phone 732-852-5385