Daniel Tochinskiy

Over the course of Daniel’s career working with medical practices, he has developed a keen sense of the financial challenges faced by physicians, which often include:

Safeguarding Personal and Business Assets
Reducing current and future tax burdens
Making smart insurance and financial decisions
Saving for Retirement
Practice Transition / Succession planning

Daniel’s work hinges on several fundamental practices:

A thorough understanding of your business and personal financial needs and goals.

A working relationship with clients that includes regularly reviewing financial needs, and adjusting strategies accordingly.

A commitment to work closely with your other professional advisors, such as attorneys and CPAs. Working with a select group of physicians, Daniel brings value to the relationship by providing guidance, insight and access to financial strategies that can help them achieve their goals. We are excited to deliver those benefits to you too.

Experience:

Before Joining Prudential Financial, Daniel’s professional career included several years of service at prestigious financial and accounting firms. As his experience grew, so did the firm belief that individuals and their families deserved a deeper approach to their wealth management.

Daniel is a Financial Planner and prides himself on dedication to his clients and providing world class service.

Daniel has qualified for a prestigious membership at MDRT, (Million Dollar Round Table) for over 10 years.

Education:

For his undergraduate studies in Finance, Daniel attended Washington State University School of Business and Economics. Graduate Studies in Economics at the University of Glamorgan Business School, in the United Kingdom.

Personal:

Daniel is an active member of Financial Planning Association (FPA), Medical Group Management Association (MGMA), National Association of Insurance and Financial Advisors (NAIFA), and the Institute of Management Accountants (IMA).

He serves the Tampa Bay medical community, by volunteering with Hillsborough County Medical Association. He is actively involved with Morton Plant Mease Health Care Foundation, Big Brother Big Sister, youth mentor organization, and takes an active role in the volunteer efforts of Kiwanis International, and Florida Hospitals Foundation.

Besides his professional involvements, Daniel enjoys a physically active lifestyle, by participating in cycling, paddle boarding, snowboarding, water and snow skiing. He is an avid tennis player and shows some promise in his strive to becoming a good golfer.

Check the background of your financial professional on FINRA’s BrokerCheck.

Daniel Tochinskiy holds securities registrations in the states of FL,IN,ME,MD,MA,NC,OH,OR,SC,TX,VA,WA,GA,TN,WV

Daniel Tochinskiy holds insurance licenses including fixed and variable annuity and variable life insurance in the states of FL,ME,OR,TX,WA,GA,WV