{"id":562,"date":"2020-12-18T16:43:03","date_gmt":"2020-12-18T20:43:03","guid":{"rendered":"https:\/\/www.ppgadvisors.com\/?post_type=oi_team&#038;p=562"},"modified":"2023-11-01T11:09:54","modified_gmt":"2023-11-01T15:09:54","slug":"daniel-makin","status":"publish","type":"oi_team","link":"https:\/\/www.ppgadvisors.com\/team\/daniel-makin\/","title":{"rendered":"Daniel Makin<span class=\"title-cred\">,  CFP\u00ae,  CIMA\u00ae<\/span>"},"content":{"rendered":"\n<p>Daniel joined Professional Planning Group as a Financial Advisor in 2000. He works directly with clients to develop and implement retirement strategies based upon their individual goals and objectives. Dan is Associate Compliance Officer, Operations Manager and a member of Executive, Compliance and Investment Committees.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Experience<\/h2>\n\n\n\n<p>Prior to joining Professional Planning Group, Daniel worked at the Mashantucket Pequot Gaming Enterprise as a Manager supervising department operations. Earlier in his career, he worked at the Washington Trust Company.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Education<\/h2>\n\n\n\n<p>Daniel earned a Bachelor of Arts from Alfred University in 1991 with a dual emphasis in management and finance. He earned the CERTIFIED&nbsp;FINANCIAL&nbsp;PLANNER\u2122 certification in 2003 and the Certified Investment Management Analyst&nbsp;designation in 2017. Daniel holds the Series 7, 24, 51, 63 and 65 licenses and is a Raymond James Registered Principal. He has also been a contributor to Newsline, a local NEARI publication for educators.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Community<\/h2>\n\n\n\n<p>Active in the community, Daniel serves on the Board of Directors and is a member of the Finance and Executive Committees for Wood River Health Services. Daniel is also a Board Member for the Arcadia Branch of the YMCA and a member of the Finance Committee for the Ocean Community YMCA.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Family<\/h2>\n\n\n\n<p>Daniel lives in Griswold, CT with his two sons Colby, Connor and their dog, Cooper.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Hobbies<\/h2>\n\n\n\n<p>In his free time Daniel enjoys spending time on the water.<\/p>\n\n\n\n<p class=\"has-small-font-size\">CFP<sup>\u2122<\/sup>&nbsp;| CERTIFIED&nbsp;FINANCIAL&nbsp;PLANNER\u2122&nbsp;|&nbsp;Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.<\/p>\n\n\n\n<p class=\"has-small-font-size\">Investments &amp; Wealth Institute\u2122 (The Institute) is the owner of the certification marks \u201cCIMA,\u201d and \u201cCertified Investment Management Analyst.\u201d Use of CIMA, and\/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute\u2019s initial and ongoing credentialing requirements for investment management professionals.<\/p>\n\n\n\n<p class=\"has-small-font-size\">Raymond James is not affiliated with the above organizations and\/or charitable causes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Daniel joined Professional Planning Group as a Financial Advisor in 2000. He works directly with clients to develop and implement retirement strategies based upon their individual goals and objectives. Dan is Associate Compliance Officer, Operations Manager and a member of Executive, Compliance and Investment Committees. Experience Prior to joining Professional Planning Group, Daniel worked at [&hellip;]<\/p>\n","protected":false},"featured_media":5496,"menu_order":3,"template":"","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","post_thumbnail_2":0,"team_first_name":"","team_last_name":"","team_title":"Registered Principal<br>Financial Advisor","team_credentials":" CFP\u00ae,  CIMA\u00ae","team_phone":"","team_phone_ext":"","team_email":"dmakin@ppgadvisors.com","team_facebook":"","team_linkedin":"","team_instagram":"","team_twitter":"","team_youtube":"","team_video":"","team_calendar":"","team_external":"","team_brokercheck":"","team_iapd":"","team_riskalyze":"","team_author_id":"","team_vimeo":""},"oi_team_tag":[],"oi_position":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/oi_team\/562"}],"collection":[{"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/oi_team"}],"about":[{"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/types\/oi_team"}],"version-history":[{"count":14,"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/oi_team\/562\/revisions"}],"predecessor-version":[{"id":5676,"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/oi_team\/562\/revisions\/5676"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/media\/5496"}],"wp:attachment":[{"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/media?parent=562"}],"wp:term":[{"taxonomy":"oi_team_tag","embeddable":true,"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/oi_team_tag?post=562"},{"taxonomy":"oi_position","embeddable":true,"href":"https:\/\/www.ppgadvisors.com\/wp-json\/wp\/v2\/oi_position?post=562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}