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Daniel Park

Partner

Individuals and Families

Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief

February 17, 2023 - With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return…

Daniel Park, Partner

Daniel Park

Partner

Individuals and Families

Ways to “Supercharge” Your 401(k)

August 25, 2022 - A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Daniel Park, Partner

Daniel Park

Partner

Incentive Stock Options

Should You Consider Exercising ISOs Now?

May 24, 2022 - While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.

Daniel Park, Partner

Daniel Park

Partner

Corporations

Executive Financial Counseling: Planning to Protect Your Life’s Work

September 28, 2021 - An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive. 

Daniel Park, Partner

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary introductory meeting now:

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Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
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Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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