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Dan Legault

Dan Legault

Partner

BIOGRAPHY

Dan Legault, CFP®, is a Partner Advisor with AdvicePeriod. As a Certified Financial Planner, Dan focuses on helping families and individuals set realistic goals and achieve them through a comprehensive strategy.

Prior to joining AdvicePeriod, Dan was a Senior Financial Advisor at StrategicPoint Investment Advisors. He earned his Bachelors of Arts from Roger Williams University and a certificate in Financial Planning from Bryant University. Dan is an active member of The Financial Planning Association of Rhode Island and the Estate Planning Council of Rhode Island.

Dan is a retired lieutenant of the North Providence Fire Department where he served for 20 years. In his free time, Dan enjoys watching sports, playing hockey, and spending time with his wife and two children.