# Daniel J. DiSimile CFP, LLC

Daniel J. DiSimile CFP, LLC is a RIA based in Thousand Oaks, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Thousand Oaks, United States
- **Region:** North America
- **Address:** Schenectady, NY, United States
- **Assets under management:** Undisclosed
- **Website:** danieljdisimilecfp.com

## Regulatory record

- **CRD number:** 150923
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150923

## About

DANIEL J. DISIMILE CFP, LLC is a state-registered investment adviser in THOUSAND OAKS, CA. The firm manages approximately $27 million in regulatory assets. It is based in California.

## Sectors

- Financial Services
- Wealth Management

## People

- Daniel J. DiSimile — Owner and financial advisor

## Related profiles

- [Secondwind Asset Management LLC](https://altss.com/profile/secondwind-asset-management-llc)
- [Vodicka Group](https://altss.com/profile/vodicka-group-inc)

---

Last updated: 2026-07-06T01:24:15.093Z

Canonical page: https://altss.com/profile/daniel-j-disimile-cfp-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology