Daniel J. Andreotta

Daniel is a Hendersonville, N.C. native and lifelong resident. He first entered the financial industry in 1989. Two years later he began his 26 year auto industry career, 6 of which were specifically in finance. He began re-entering the financial industry in 2017, joining Consolidated Planning in 2019. He and his wife of 33 years have 3 grown children and 6 grandchildren.

Daniel values planning over mere products, and he loves to see anyone from young adults to folks entering retirement be intentional about their financial future. He also enjoys working with small businesses and owners, understanding their difficult challenges and unique opportunities. He is very involved in the community as well as being active in his church. Reach out to Daniel to start the Consolidated Planning process, and discover the value we bring.