Dan has been working as wealth advisor within an accounting firm setting for 14 years. His expertise is working with clients to develop not only a well-diversified financial plan, but also take into consideration the tax aspects, estate issues and wealth transfer aspects of each client. In addition, he also assists clients with college and insurance planning as well.
Dan also works with business owners to review their retirement plans to make sure they are compliant with recent regulatory changes. Through various benchmarking tools, he can provide an overall plan review to assure plan sponsors are providing the best plan they can for their employees.
As a CFP® certificate holder, Dan takes pride in helping his clients achieve their financial goals. The CFP mark identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Dan has also earned the AIF® Designation from the Center for Fiduciary Studies. The AIF Designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Dan graduated from Drexel University with a degree in Accounting and has also received his MBA from Saint Joseph’s University. He lives in Delaware County with his wife and 3 boys.
PROFESSIONAL CERTIFICATIONS AND ORGANIZATIONS
- Certified Financial Planner™
- Accredited Investment Fiduciary (AIF)
- FINRA Series 7 & 66 Licensed
- Member of Financial Planning Association (FPA)