Dan DellaSala (Director of Private Wealth, LUTCF®)

Dan DellaSala

Dan DellaSala

Director of Private Wealth, LUTCF®
Cell
716-907-3244
Fax
716-668-9134
Territories
Upstate New York
Business Expertise
  • Executive Compensation Planning
  • Advanced Estate Planning
  • Business Continuation Planning
  • Financial Products Analysis & Design
  • Retirement Planning

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.

Dan DellaSala

Director of Private Wealth, LUTCF®
The Smith Companies

Biography

Daniel DellaSala joined Capitas Financial as Director of Private Wealth in 2020. A native of Lancaster and Western New York, Dan is an established business professional with over 40 years of experience in the insurance, estate and business planning field. Dan began his career in the insurance business in 1980 with the State Mutual Insurance Company. In 1994, he became a District Manager for the Hartford Insurance Company and was promoted to Regional Manager in 1995 where he was presented with the coveted Vice Presidents Award for Outstanding Sales Performance and Business Management. In 1996, Dan went back to the field as a Senior Account Executive. In 2002, Dan earned the distinction and title as the “Number One” Senior Account Executive in the United States for the Hartford. During his 17 year career with the Hartford, Dan achieved the Chairman’s Club Member Award; President’s Club Member Award and Leader Qualifier, all the while working in one of the Hartford’s smallest markets. In June of 2011, Dan Joined Capitas Financial as Sales Vice President for Western New York State. In January 2016, he joined the Prudential Advisors. Estate and Business Planning have been the area of concentration and expertise for Dan for most of his career.

Giving back to his community is a way of life for Dan. His many community involvements include coaching baseball and softball for 24 years, now coaching three of his grandchildren; being a board member of the Buffalo Life Underwriting for 4 years; Advisory Board Member for Athletes in Action Buffalo Pro Ministry for 21 years; co- director of the Frank Reich Call to Courage Awards Breakfast for 19 years; Advisory Committee for the Buffalo Bills Alumni Foundation which raised well over $2,500,000,000 in the past 12 years and he was also Vice Chairman of the Community Advisory Board for the United States Army. Dan is also very involved with the opiate crisis by helping those that have addiction issues get through the drug court and rehabilitation programs. A graduate of Erie Community College in Buffalo, Dan has also earned his LUTCF® designation. Dan and is wife, Cindy, have been married for 39 years. The DellaSala’s have been blessed with four children and eight grandchildren.


The Smith Companies

At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.

What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.

Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.


Internal Team
Annie Roman
Annie Roman
Internal
Tel
617-723-4800 ext.1511
Bob Barret-Sweet
Bob Barret-Sweet
Case Designer
Tel
617-337-2968
Rachael Bassick
Rachael Bassick
Manager
Tel
617-723-4800 ext. 1507