Broker Check
Daniel Limmer, CFP®

Dan Limmer CFP® , is a graduate of Queens College, CUNY in 1979 (summa cum laude with a Bachelor of Science in Mathematics) and is the Managing Director of Planning Solutions, LLC.

After a brief career in professional baseball, Dan pursued trades in computer programming (Metropolitan Life Insurance Company), system design (Datapoint Corporation), and telecommunications (Citibank), before finding his calling, and attending New York University, where he obtained his certification as a Certified Financial Planner CFP® in 1991. 

Over the years Dan’s comprehensive work experience and skill designing wealth creation and efficiency strategies for families, business owners and high net-worth individuals, has earned him recognition as one of ‘America’s Top Financial Planners’ by the “Consumers’ Research Council of America”.

In addition to his function as managing director, Dan has acted as a consultant assisting accounting firms with the development of their practices using financial planning services.

Dan’s individual strategy for his clients focus on providing them with maximum flexibility, leverage, control, and foremost the protection and preservation of their accumulated wealth.

Dan is a member of the Long Island Chapter of the Financial Planning Association (FPA), is involved with the Special Olympics and has been an avid participant in the Make-A-Wish Foundation.  Dan lives in Hauppauge, Long Island with his wife Debbie and his daughter Michelle.  Dan enjoys golf, exercise and sky-diving.