Dan Duca
Associate Director
Altfest Personal Wealth Management
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Our office is located at 445 Park Avenue NYC. We meet with clients face to face and virtually.
We can work with clients across the country, regardless of location.
Founded by industry trailblazers, Lew Altfest and Karen Altfest, who continue to lead the way.
Altfest is proud to offer personalized financial planning and investment management services that are catered to each individual's unique needs.
Contact us for a complimentary initial consultation to see if we may be a fit to work together.
Get to Know Dan Duca
In his role as a Managing Advisor, Dan Duca leads a team of advisors who help clients achieve their financial objectives through comprehensive investment management and financial planning. He also works with many clients on all aspects of services provided by the firm.
Dan is a member of the Altfest Executive Wealth Management Group and has a specialty in executive compensation, including stock options and deferred compensation.
Prior to joining Altfest in 2013, Dan started his wealth management career in 2007 at AMG National Trust Bank, where he was involved in cash-flow, tax and retirement planning for high-net-worth clients.
Dan graduated from Villanova University with a BS in Business Administration with a concentration in finance. He also completed the Financial Planning Program at Fairleigh Dickinson University. Dan is a CFP® professional and a member of the National Association of Personal Financial Advisors (NAPFA), serving on the group’s Programming Committee.
Dan is an avid golfer, and enjoys playing softball and skiing.
I Can Help You With:
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Analysis
- Investment Review
- Company Benefits Review
- Charitable Giving
- Education Planning
- Goal Planning + Cash Flow
Ideal Clients:
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Dan Duca's Designations and Affiliations
Office Locations
445 Park Avenue - New York, NY 10022
