Daniel Mulligan
Daniel Mulligan brings over eight years of experience in the financial industry and is passionate about helping individuals and families achieve their financial goals through personalized planning and strategic guidance. Since joining Preferred Financial Partners in 2023, he has focused on building lasting client relationships rooted in trust, transparency, and measurable results. Daniel holds a degree in Business Management with a concentration in Finance and a minor in Economics from East Stroudsburg University. Whether clients are preparing for retirement, growing their investments, or facing a major life transition, Daniel is committed to providing support and insight every step of the way.
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