Daniel Rey is the founder, president and wealth manager at Voyage Retirement Solutions. Born and raised in New York, where both his mother and father worked on Wall Street, Daniel developed an interest in the financial industry at an early age. Coupled with his desire to help others, consulting individuals and families about their long-term financial goals became his life’s passion. After working at a Fortune 500 company, he decided to become an independent wealth manager.
A believer in the value of integrity, Daniel’s business philosophy is to always put the needs of clients first. He understands that not only is the financial landscape ever-changing, but personal circumstances change as well. Therefore, it is important for individuals to be educated throughout the retirement and investment planning process so they can feel truly confident about their retirement strategies.
"The only way to gauge my success is by measuring the success of my clients," Daniel says.
Before founding Voyage Retirement Solutions, Daniel worked as a representative for a company that administered the special pay/ sick pay plan for various counties in Central Florida. Now, an approved retirement specialist with NEA Member Benefits, Daniel is dedicated to serving his clients. In addition to wealth management, Daniel has a vast understanding of the Florida Retirement System Pension and DROP Programs, the FRS Investment Plan, Social Security, 401(a) Special Pay and FICA Alternative Plans, 403(b) plans, 457 plans, IRA and Roth IRA plans, 401(k) plans, risk planning, the creation of supplemental income, survivor benefits and spousal continuation decisions, as well as RMD and legacy planning.
Daniel lives in Central Florida with his wife, Rachel, and two daughters, Londyn and Ava. He sees it as his mission and privilege to raise his family with strong values and morals by setting good examples they can follow.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 407-284-4911 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc. are non-affiliated companies. Voyage Retirement Solutions does not represent, nor are they affiliated with the Florida Retirement System. (FRS)
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Securities offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc.are non-affiliated companies.
Voyage Retirement Solutions and its representatives do not represent, nor are they affiliated with the Florida Retirement System (FRS).
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.