Barnum Financial Group
Daniel Luntz is a financial professional with extensive experience in relationship management and sales. Currently serving as a Financial Advisor at Barnum Financial Group since May 2024, Daniel previously worked as a Relationship Manager at Certified from January 2020 to May 2024. Prior roles include Market Sales Manager at Kimball (December 2015 - January 2020), Customer Value Specialist and Sales Associate at Misys (April 2014 - December 2015), and Sales Consultant at Paychex (June 2013 - March 2014). Daniel holds a Bachelor of Science degree in Entrepreneurial Management from the University of Rhode Island, where studies were completed from 2009 to 2013, and is a graduate of Croton Harmon High School (2004 - 2009).
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Barnum Financial Group
At Barnum Financial Group, ethey help over a quarter million clients, nationwide create wealth and make smart money decisions through their financial planning and consulting services. At Barnum Financial Group, they provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.