Daniel Koven works with closely-held business owners, Independent Educational Consultants, and families to help them achieve their personal and financial goals. His planning will focus on the well-being of your business and family, on how you can position your business to grow and retain key employees, build value in your business for an exit strategy, and make sure you can pay all your financial obligations with peace of mind.
Daniel holds a bachelor's degree from Hofstra University. Outside of his professional activities, he enjoys gardening, finding vintage, mid-century modern furniture, walking in his neighborhood of Broomall, PA, and exploring the great restaurants and State Parks of the Greater Philadelphia region.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 150 SOUTH WARNER ROAD, SUITE 120, KING OF PRUSSIA PA, 19406, 610-2938300. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CORIO & ASSOCIATES, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M64997.