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Daniel J Candura

from Mashpee, MA
Age ~75

Daniel Candura Phones & Addresses

  • 74 Fells Pond Rd, Mashpee, MA 02649 (508) 477-5748
  • 74 Weston Ave, Braintree, MA 02184 (508) 477-5748 (781) 843-2682
  • Boston, MA

Skills

Ethics • Teaching • Courses • Writing • Non-profits • Financial Planning • Retirement Planning • Investment Advisory • Compliance • Personal Finance • Investments • Asset Management • Estate Planning • Asset Allocation • Public Speaking • Portfolio Management • Certified Financial Planner • NAPFA Registered Financial Adviser • Strategic Financial Planning

Industries

Financial Services

Resumes

Resumes

Daniel Candura Photo 1

Daniel Candura

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Location:
Greater Boston Area
Industry:
Financial Services
Skills:
Ethics
Teaching
Courses
Writing
Non-profits
Financial Planning
Retirement Planning
Investment Advisory
Compliance
Personal Finance
Investments
Asset Management
Estate Planning
Asset Allocation
Public Speaking
Portfolio Management
Certified Financial Planner
NAPFA Registered Financial Adviser
Strategic Financial Planning

Business Records

Name / Title
Company / Classification
Phones & Addresses
Daniel J Candura
Soc signatory
PENNYTREE ADVISORS LLC
25 Braintree Hl Office Park SUITE 200, Braintree, MA 02184
74 Weston Ave, Braintree, MA 02184
Daniel Candura
Treasurer
The New Seabury Homeowners Association Inc
Business Association
12 Mall Way, New Seabury, MA 02649
PO Box 286, New Seabury, MA 02649
(508) 539-0028
Daniel J. Candura
Principal
Pennytree Advisory
Business Services at Non-Commercial Site · Nonclassifiable Establishments
74 Weston Ave, Braintree, MA 02184

Publications

Us Patents

System And Method For A Financial Planning Competition

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US Patent:
20020091608, Jul 11, 2002
Filed:
Oct 10, 2001
Appl. No.:
09/974613
Inventors:
Laura Odegaard - St. Louis Park MN, US
Ora Kaine - Corcoran MN, US
Jana Etheridge - Minneapolis MN, US
Heather Ford - Minneapolis MN, US
Ruth Bowyer - Shoreview MN, US
Terri Anderson - Minneapolis MN, US
Daniel Candura - Braintree MA, US
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
A method for a financial planning competition having at least two phases, an embodiment of the first phase including a written competition including providing a fictitious client profile to preselected teams, allowing each team thereafter to create a written financial plan based on the client profile and awarding a score. The second phase including giving high-scoring teams a revised client profile containing a change of facts to the original client profile allowing the teams to redraft the original financial plan, receiving an oral financial planning presentation from each team based upon the revised client profile for scoring and awarding a score. Any phase of the present invention may exist in a live environment or over a network, such as the Internet. The competition may also optionally include at least a third phase which is preferably styled, in one embodiment, as a game show format based on financial planning concepts.
Daniel J Candura from Mashpee, MA, age ~75 Get Report