As a Wealth Manager at Alpine Financial Planning, Daniel Kotovsky specializes in helping clients realize that through planning, patience, and discipline, they can achieve their financial goals. Dan has served in the finance industry for 37 years. He works with individuals and small business owners to plan for retirement and implement employee benefits. He enjoys the opportunity to assist people from different backgrounds in securing their financial independence.
Dan holds both Series 7 and 63 securities licenses and he has earned his CFP® (Certified Financial Planner®) certification and his CLU® (Chartered Life Underwriter®) designation. He is also licensed in both Life and Health Insurance. Dan attended Rutgers College in New Brunswick, NJ, where he obtained his Bachelor of Arts in Business Administration.
Dan’s father died in an automobile accident, leaving his family without adequate life insurance or a financial roadmap. Motivated by this tragic event in his own adolescence, Dan works hard to ensure that families have the ability to overcome potential financial difficulties through a planning process developed specifically for them.
Dan grew up in Springfield, New Jersey and is currently living in Chester, New Jersey with his wife, Pam. They have an adult daughter, Kate, who lives in Coral Gables, Florida. Dan relaxes by golfing, skiing, hiking, walking his dog, and spending time outdoors appreciating the natural beauty of the Garden State.