Daniel Schlein, MBA, RICP® is a Managing Associate and Financial Advisor at Alliance Financial Network, where he helps business owners and growing families gain clarity, confidence, and consistency in their financial lives. In his role, Daniel focuses on comprehensive financial planning, wealth protection, and personalized strategies that help clients build lasting wealth, support the lives they envision, and create meaningful legacies for future generations.
Known for his determination, responsiveness, and proactive approach, Daniel is committed to anticipating challenges before they arise and delivering solutions clients can depend on. Guided by a mindset of continuous growth and gratitude, he believes exceptional financial planning is built on trust, preparation, and meaningful relationships. Daniel especially enjoys helping clients transform financial complexity into clarity, allowing them to move forward with confidence and peace of mind.
With nine years of experience in financial services, Daniel combines a passion for serving others with a strong business background. He earned both his Bachelor of Science in Marketing and Master of Business Administration from Niagara University and furthered his leadership development through the University at Buffalo School of Management's Center for Entrepreneurship. Daniel holds the Retirement Income Certified Professional® (RICP®) designation and is actively involved with the Center for Entrepreneurial Leadership Advisory Council and the Niagara University Alumni Association.
Outside of work, Daniel enjoys spending time with family and friends, playing golf, cheering on the Buffalo Bills, and taking advantage of Western New York's outdoor activities whenever the weather cooperates. A lifelong Buffalo native, he is passionate about serving the community he has always called home.
Proud supporter of:
Carly's Club |Make-A-Wish Foundation | Cystic Fibrosis Foundation
Meet the Team
Nick Chiera — Managing Associate & Financial Specialist
A key part of Dan’s team, Nick helps support client relationships, financial strategy implementation, and ongoing planning coordination.
Samantha Guadagna — Support Specialist to Daniel Schlein, RICP®
Samantha helps ensure clients receive a high level of service and communication throughout every step of the planning process.