Danielle Rita Arlotta
Investment adviser representative at Core Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$525MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Core Planning, LLCJul 2026 to now
- Brooklyn Plans, LLCJan 2022 to Jun 2026
- UnemployedJul 2021 to Dec 2021
- Financial Planning Concepts of AmericaSep 2019 to Jun 2021
- ChoptJul 2018 to Sep 2019
- The Vanguard Group, Inc.Jun 2017 to Sep 2019
- Pollack Financial GroupMay 2016 to May 2017
- William Paterson UniversityJul 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6658652
- Firm CRD
- 154660