Daniel Mullane

Daniel grew up in West Hartford, Connecticut, and brought his strong work ethic and curiosity south to attend the University of North Carolina at Charlotte, where he earned a degree in Earth Science and Geology. His professional journey began with The Nature Conservancy, followed by launching a small business with a college friend and later working in boat sales—experiences that helped shape his entrepreneurial mindset and client-first approach. He ultimately transitioned into the financial services industry, where he has built over 12 years of experience helping individuals navigate their financial journeys. Inspired by his father’s career in the industry, Daniel developed an early appreciation for the impact thoughtful financial guidance can have on families and communities. His path ultimately led him to Consolidated Planning, where he found a team that aligned with his values and commitment to client-focused service. 

Throughout his career, Daniel has worked with a wide range of clients, gaining valuable insights from each experience. Today, he is especially focused on serving professionals such as doctors, dentists, and attorneys, providing tailored strategies designed to support their unique financial goals and responsibilities. Known for his approachable style and dedication to building lasting relationships, Daniel takes pride in simplifying complex financial concepts and empowering his clients to make confident decisions about their future. 

Now based in Charlotte, North Carolina, Daniel enjoys making the most of his time outside the office with the people and activities he loves most. When he’s not working with clients, he can often be found spending quality time with his family or out on the water fishing—his favorite pastime. Whether it’s casting a line or creating meaningful memories with loved ones, Daniel values the balance between his personal and professional life and brings that same sense of connection and care to every client relationship. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0I82059. AR Insurance License #17130225.