For Business Owners & Professionals Building Something Significant
Success creates opportunity but it also creates complexity. Between growing a business, managing cash flow, protecting what’s been built, planning for family, and preparing for what’s next, financial decisions rarely exist in isolation.
Dan works with high-income business owners and professionals who want a more intentional approach to wealth. His focus is not on generic financial advice or one-size-fits-all strategies, but on creating coordinated plans that align business growth, personal priorities, and long-term goals into one clear direction.
Known for his relationship-driven approach and ability to simplify complex conversations, Dan brings structure, perspective, and clarity to the moments that matter most, allowing clients to move forward with greater confidence in both life and business.
Education & Background
- B.S. in Business Marketing, minor in Finance — Niagara University
- MBA in Strategic Marketing & Financial Planning
- Joined AFN in 2017
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.
Connect With Dan
Registered Representative and Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. CA Insurance License #4136642