Daniel Mazzola is a financial advisor at Osaic with 58 years of industry experience. His career includes long tenures at American Portfolios Financial Services, Inc. and Guardian Life Insurance Co. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options including unified managed accounts and third-party money manager programs.

Daniel Mazzola is a CFP® professional with 32 years of industry experience. He is currently with OSAIC, joining the firm in 2024 after 14 years at American Portfolios Financial Services. Mazzola is also a CPA and prepares tax returns for investment advisory clients and others in his local area. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple investment programs.