Daniel Weiss CRPC

Daniel Weiss CRPC

Financial Advisor

About Daniel Weiss:

Daniel is the Co-Founder of the Tundidor & Weiss Investment Group, and is currently FINRA Series 6, 63, 65 Registered and has his Life, Accident, and Health Insurance licenses.


  • "The CRPC program is developed with a focus on client-centered problem-solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more." -Investopedia.com  


Daniel received his Bachelor's of Science degrees in Finance (FIN) and Entrepreneurship & Emerging Enterprises (EEE) from The Martin J. Whitman School of Management at Syracuse University.

  • While at Syracuse University Daniel participated in a number of extracurricular activities:
    • Syracuse Varsity Football Team (Place Kicker)
    • Syracuse Varsity Track and Field Team (Competed in the 200m, 400m, 400 Hurdles and the 4x400 Relay Team).
    • Captain of the Syracuse Men's Club Soccer Team.
    • Program Leader and Director of a community service program called, "Balancing the Books," which provided mentorship to inner-city students.
  • Awards & acknowledgments earned at Syracuse University:
    • Chancellor's Award for Public Engagement & Scholarship.
    • University Chancellors Scholar
    • University Merit Scholar
    • Member of the Whitman School of Management Dean's List
    • Member of the National Scholars Honors Society


  • 2018 & 2019 Philadelphia Five Star Wealth Manager Award Winner* 
  • 2019 Qualifier for the Million Dollar Round Table (MDRT)**
  • Philadelphia Estate Planning Council
  • Syracuse Alumni Club
  • JCC Maccabi Games: Volunteer Coach: 2010 - Present
  • JCC Kaiserman Maccabi Executive Comittee Member
  • Lower Merion Soccer Club
  • Boca Raton JCC & Jewish Legacy Advisors Team (JLAT)
  • Enactus Entreprenuership Competition


Daniel is married to his wife Annie, has two children and currently resides in West Conshohocken, PA.

* For Five Star Award criteria, please click here.

** Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards. 

Phone (610) 304-5551
Fax (267) 238-3801