Cetera Investment Advisers
43yrs
Top advisor by experience in Franklin Lakes
5yrs
Daniel Stefanski is a fiduciary financial advisor in Franklin Lakes, New Jersey, with 5 years in the industry. Daniel joined Joint Financial in 2026, after a year at MY Wealth Planners and three years at McAdam. Daniel holds the CFP® designation.
One of 23 advisors with offices in Franklin Lakes, and one of 20 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeFranklin Lakes, NJ
FirmJoint Financial
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Joint Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2026 – nowJoint Financial LLCCurrent firm
- Jan 2025 – Jun 2026MY Wealth PlannersPreviously
- 2021 – 2024McAdam LLCPreviously
Contact Daniel
(845) 337-2288Joint Financial main office Franklin Lakes, NJOffice · Get directions X (Twitter) pageJoint FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Joint Financial at (845) 337-2288 and ask for Daniel Stefanski. Daniel works from the Franklin Lakes, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Joint Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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