Daniel Paikin, RICP ® in

Daniel Paikin, RICP ®

Examiner · DISC type sc
Managing Partner at Tempus Financial Group, LLC
📍 New York City Metropolitan Area, United States

Daniel Paikin is a Managing Partner at Tempus Financial Group, where he helps physicians, executives, and business owners simplify complex financial decisions. He is a graduate of the University at Albany, SUNY and holds the Retirement Income Certified Professional (RICP®) designation.

He lives in Bergen County, NJ, with his wife and their two children. Outside of work, Daniel is a lifelong music lover, particularly of Phish and the Grateful Dead, a movie buff, and is developing a love/hate relationship with golf.

Unique fact: Daniel co-hosts "The Tempus Podcast, " sharing insights on financial, retirement, and tax strategies to a broader audience.

Read the full overview →
Experience
17 Years
Current Role
Managing Partner
Location
New York City Metropolitan Area, United States
Personality Overview

How Daniel shows up

Overcautious
Process Oriented
Status Quo Seeker

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Priorities

Topics Daniel cares about

Retirement Planning
His podcast frequently discusses generating dependable retirement income, planning for longevity, and creating guaranteed income streams for financial peace of mind.
Wealth Management
Focuses on creating personalized strategies for high-net-worth clients to eliminate threats, uncover opportunities, and provide clarity on their financial path.
+5 more topics Login to view topics
Career

Work history

6-2019
Managing Partner
Tempus Financial Group, LLC
1-2008
Financial Advisor of Park Avenue Securites
Financial Representative of Strategies for Wealth
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1994 - 1998
Bachelors
University at Albany, SUNY
1997 - 1997
Education details unavailable
Tel Aviv University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Daniel. Free, 10 seconds.