About

For more than five decades, Daniel T. Scalzi has helped investors navigate changing markets,
economic cycles, and retirement challenges. Today, as Managing Principal of Anchor Haven
Financial, he works with retirees and pre-retirees to develop personalized retirement income
strategies designed to provide financial confidence throughout retirement.

Prior to founding Anchor Haven Financial, Daniel built a distinguished career in the financial
services industry, holding senior leadership positions that included:

President, US Wealth Advisors NE, LLC
Executive Vice President of a national broker-dealer
Head of Equity Research for a major investment banking firm
Manager of the Wall Street Office of a national broker-dealer

Throughout his career, Daniel has combined institutional investment expertise with a practical
understanding of the challenges facing individual investors and retirees.

Daniel’s market insights and commentary have been featured on Bloomberg Television,
Bloomberg Radio, and National Public Radio (NPR) and have been cited in Barron’s,
BusinessWeek, USA Today, and The Wall Street Journal.

Throughout his career, Daniel maintained numerous FINRA registrations, including Research
Analyst (Series 86 & 87), General Securities Representative (Series 7), Registered Options
Principal (Series 4), General Securities Principal (Series 24), and Municipal Securities
Principal (Series 53). While these registrations are no longer active, they reflect the breadth of his
experience across investment research, securities supervision, options, and capital markets.

Unlike many large wealth management firms that focus primarily on high-net-worth investors,
Daniel believes that every retiree deserves access to experienced financial guidance. He works
closely with clients to help them address key retirement concerns including income planning,
investment risk, inflation, longevity, Social Security claiming strategies, and wealth preservation.

Daniel currently holds the Series 65 Investment Advisor Representative license along with Life, Health, and Variable Insurance licenses.

He and his wife reside in Danbury, Connecticut