Meet Our Team
Dan Legault, CFP®
"Integrity and due diligence are two core values that guide my wealth management advice. I believe financial success is dependent on listening to my clients' concerns and applying expert knowledge to meet their needs."
Daniel Legault, CFP®, serves as Senior Financial Advisor, providing financial planning and investment advice to new and existing clients. Dan holds a BA in Public Administration from Roger Williams University. He has a Certificate in Financial Planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Dan holds the FINRA Series 65 License and RI Life and Health Insurance Producers Licenses. He is a recipient of the 2011 and 2013 Five-Star Wealth Manager
Award which is featured in Rhode Island Monthly and Rhode Island
Business Quarterly. Details on this award and criteria may be found at www.fivestarprofessional.com. Dan is also a Lieutenant in the North Providence Fire Department, where he has served for over 18 years. He has been with StrategicPoint since 2006.
Schedule a meeting with Dan
Phone: 401-273-1500 x112
Read Dan's most recent blog post:
Retirement; it’s not all about the money!
Let’s play word association: Along with a healthy dose of optimism, the thought of retirement can be fearful for many people. What is the first fear that pops into your mind when you think of the word RETIREMENT?