Meet our Advisor:

Daniel Biviano

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my story

My original goal was to become a pediatrician because I wanted to help children and families. Though I didn’t end up pursuing medicine, everything I have done in my professional life has been a form of problem solving. After working in food service consulting and distribution, I found myself on the client side of financial planning. Having enjoyed that encounter, I was turned on to moving to the other side as a method to help families and businesses in a different way.

What I do goes far beyond investing and Insurance work. It’s looking at the whole picture and filling in all the gaps in-between that makes the real difference. It’s great being part of the “ah-ha moment” when someone really sees the solution that I am able to provide. Knowing that they have a better understanding of their situation and their options and that their minds are set at ease is very gratifying.

During my off hours, I love spending time with my family, cooking, playing music, tennis, and golf. This is where I find the work-life balance that helps me be my best.

You should know

Been in financial planning for seven years. I live in Victor where my wife and I grew up. Have spent time as a professional musician. Spent the last five years volunteering with at-risk youth in Rochester.

fun facts

Hidden talent

Can play any kind of stringed instrument, bass and piano

Favorite book

The Alchemist by Paulo Coelho

Favorite restaurant

Bafeto Uno in Rome, Italy

Bucket list destination


book a class with daniel
Daniel Biviano

Personal Finance Fundamentals


Online Class | 6:00PM - 7:00PM EST