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Daniel P
Series 66
Vineland, NJ
Capital Analysts
Daniel Peretti Jr. is a financial advisor at Capital Analysts with eight years of industry experience. He holds the Series 66 designation and has worked previously at CRF Advisors, Inc. and Lincoln Investment. Outside of his advisory role, Peretti serves as a member of the board of commissioners for the Vineland Housing Authority. Capital Analysts serves a mix of retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.
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