Daniel M Reisner, CFP®, CLU®, RICP®, WMCP®, AEP® in

Daniel M Reisner, CFP®, CLU®, RICP®, WMCP®, AEP®

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Partner and Private Wealth Advisor at LiveWell Capital
📍 Tampa, Florida, United States

Dan Reisner is a Partner and Private Wealth Advisor at LiveWell Capital, focusing on executives from Fortune 500 firms. Recognized by Forbes as a top advisor, he holds numerous certifications, including CFP®, CLU®, and RICP®, and began his career with Northwestern Mutual in 2006.

Originally from Albany, NY, Dan relocated to Tampa, FL, in 2021. He is a family man who is involved in his sons football activities. A dedicated Cincinnati Bengals fan, he values aligning financial strategies with personal goals and what matters most to families.

He once quietly streamed a Cincinnati Bengals game on his phone during his son’s football banquet.

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Experience
19 Years
Current Role
Partner and Private Wealth Advisor
Location
Tampa, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Daniel cares about

Executive Wealth Management
His practice is focused on serving corporate professionals and executives from Fortune 100 and 500 firms, building holistic financial plans to meet their specific needs.
Holistic Financial Planning
Emphasizes that financial planning is an "act of service, " helping families align their money with their most important values and goals.
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Career

Work history

7-2025
Partner and Private Wealth Advisor
LiveWell Capital
8-2006 - 6-2025
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2002 - 2006
Education details unavailable
Siena University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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