Mr. Nahum Daniels

Nahum Daniels is the director of KBL's Financial Services Group.A graduate of Brandeis University, Mr. Daniels is a Certified Financial Planner and holds a certificate in taxation from New York University.He is also an investment advisor and general S.E.C.urities principal.

Emphasizing capital preservation, he integrates the latest tactics in pension, estate and business continuity planning to reduce the burden of both income and transfer taxation.A specialist in advanced underwriting, he implements life insurance programs that complete a comprehensive intergenerational wealth management approach.

Mr. Daniels is a member of the following organizations:

The Financial Planning Association The American Association of Life Underwriters The Family Firm Institute and Estate Planning Council of Lower Fairfield County CPA/Law Forum of New York (advisory board)