Daniel R. Moruzzi
President & Financial Advisor
Daniel Moruzzi brings to Coastline Wealth Management over 30 years of experience in the Financial Services industry. President of Prosperity Planning Solutions, LLC he has extensive experience in asset management, insurance, retirement planning and estate planning. Daniel also works closely with CPA Firms and businesses to develop their Pension Plans and Employee Benefit Programs. Daniel’s goal is to provide individuals, families and business owners with the tools and skills needed to make better informed decisions, regarding their specific financial affairs. He believes listening, trust, persistency, and service are the foundation of lasting relationships and success.
Daniel and his wife, Ellen, have been married for 33 years and have 3 children along with 3 grandchildren. In his leisure time, Dan enjoys fishing, golfing and basketball. Dan is actively involved with his church.