Dan McAuliffe has been a Financial Advisor with AXA since 2010.
Dan graduated from The Canisius College Wehle School of Business with a Bachelor’s Degree in Management and a minor in International Business. Prior to joining AXA, Dan worked with Paulson Investments Company, LLC where he focused on positioning publicly traded equities and venture capital opportunities for accredited investors.
Dan has achieved various advanced certifications and licenses in his field including:
- Certificate of completion of the CFP® Certification Professional Education Program from The College for Financial Planning;
- Asset Allocation and Wealth Management Strategies certification from Harvard University; Bloomberg Terminal certification; and
- Series 7, Series 63, and Series 65 licenses.
Dan explains, “I provide unique strategies customized to the needs of the client. My goal is to be the client's primary source of financial advice by using the nearly unlimited resources at my disposal through our many financial partners. I concentrate on developing long term relationships through a commitment to high quality customer service. Clients can rely on our team’s approach to personalized advice, first-class solutions, and extensive wealth management experience.”
Dan believes in giving back to the community. He currently works with and supports various nonprofits including, CAPTAIN, The United Way, Buffalo Olmstead Parks Conservancy, Capital City Rescue Mission, The Buffalo Zoo Foundation, the Erie County SPCA, The Buffalo Squash and Racquet Association and the Saturn Club Historic Preservation Foundation. He also sits on the board of directors for multiple nonprofit organizations in Western New York.
Dan resides in Buffalo’s Parkside neighborhood with his wife Elizabeth and their son Daniel William. In addition, Dan works out of the Saratoga County office located in Clifton Park, NY, which is also his hometown.
National Leaders Corps
California Insurance License #: 0H83943
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