Meet Our Team

Dan Legault, CFP^® 

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. He is currently featured on StrategicPoint’s Making Money Updates on 630AM WPRO and 99.7 FM. 

Dan holds the FINRA Series 65 License and RI Life and Health Insurance Producers Licenses. He was named as a 2011 Recipient of the Five-Star Wealth Manager Award in the January 2011 issue of Rhode Island Monthly Magazine 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 17 years. He has been with StrategicPoint since 2006.

Email: dlegault@StrategicPoint.com
Phone: 401-273-1500 x112