Daniel DiBiase is a Financial Consultant currently working at Fidelity Investments since 2022. He has accumulated experience in various roles within the financial services industry, including Financial Advisor at Eagle Strategies, LLC, and as CEO and Co-Founder of Monarch Grove Wealth Strategies & Insurance Solutions. Prior to these roles, he held positions as a Registered Representative at NYLIFE Securities, LLC, and Agent at New York Life Insurance Company. His earlier career includes experience as a Junior Trader at HDL Capital, LLC and Morgan Joseph TriArtisan LLC.
Daniel holds a California Insurance License, supporting his ability to provide insurance solutions alongside financial consulting. He dedicates significant time to understanding his clients' goals and motivations to create personalized financial plans tailored to their unique needs. Outside of his professional work, Daniel has interests in cars, fitness, outdoor adventures, snowboarding, tennis, and volunteering.