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Daniel A
Series 66
Hendersonville, NC
Foundations Investment Advisors LLC
Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC in Hendersonville, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Consolidated Planning Inc, and Independent Life Insurance. Outside of his advisory work, he serves as a church musician. Foundations Investment Advisors provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services through a large network of affiliated advisers.
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