Daniel Mazzola is a financial advisor at OSAIC with 58 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 21 years and has been affiliated with Guardian Life Insurance Company since 1957. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Daniel Mazzola is a CFP® professional with 31 years of industry experience, currently advising at OSAIC since 2024. He has prior experience working 14 years at American Portfolios Financial Services. In addition to his advisory role, Mazzola is a CPA who prepares tax returns for his investment advisory clients and individuals in his local community. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various asset-allocation tools and third-party solutions to manage portfolios across different investment types.