Dano's Biography

"It is good to have money and the things that money can buy, but it's good too, to check up once in a while and make sure you haven't lost the things money can't buy." -George Lorimer

Dano W. LoPresti is a Florida native born in Satellite Beach.  As the "baby" of the family, Dano often received teasing by his older brother and sister who claim "He was always the "Alex Keaton" of our family, little Mr. Money man, from the day he was born!"

It was no suprise when he decided to attend the University of Central Florida where he earned a degree in finance and decided to run the family business for a while.

After a few years as General Manager of the Christmas Cottage in Downtown Melbourne, Florida, Dano met his wife Andrea, and they moved to the Chicagoland area where they and their two children now reside.  He quickly earned a series of professional licenses and designations.  These achievements include:

  • Investment Company / Variable Contracts Representative (Series 6 & 63)
  • General Securities Registered Representative (Series 7)
  • Invesment Advisor Representative (Series 65)
  • Licensed Life and Health Insurance Representative
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Senior Advisor (CSA)

Area's of Specialty

  • Senior's Financial & Income Planning
  • Retirement & Estate Planning
  • Asset Preservation Planning
  • IRAs, 401(k) Rollovers & Distribution Planning
  • Wealth Transfer to following Generations
  • Legacy (Charitable) Planning

Dano is also a member of the Financial Planning Association.  As a requirement for each designation, he participates in continuing education to learn the newest strategies and updated regulations and how they affect each client's financial future.

When Dano is asked how he got focused on helping Seniors, he replies:  "I was fortunate enough to have grown up with my grandparents living two doors away from us.  I learned of their struggle coming to this country from Italy, running a business of their own, raising and educating 10 children.  They were successful because they planned for their future and left a legacy that I am proud to be part of.  I can help you create and leave a legacy too."