Daniel McCusker CFP®, MBA, AIF
Director / Senior Wealth Advisor
As a Senior Wealth Advisor at Meridian Wealth Partners, I focus on developing comprehensive financial plans that encompass tax aspects, estate issues, and wealth transfer considerations for each client. With over 25 years in the financial services industry, my expertise lies in financial planning, tax planning, and corporate retirement plans. My previous experience at HJ Wealth Management has shaped my approach to client-focused service.
I hold both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations, along with an MBA in Business Administration from Saint Joseph's University. I'm motivated by the opportunity to work with clients to build their dreams and see them come to life. The social aspect of the financial industry has always appealed to me, and I find great satisfaction in developing and executing plans that clients are pleased with.
Every client has a unique story, and I enjoy learning about them and offering tailored solutions. Providing patience and reassurance is something I strive for, supporting clients through their ups and downs.
A Philadelphia native, I now reside in Newton Square with my wife, Melanie, and our sons, Danny, Jack, and Patrick. Outside of the office, I am actively involved in the St. Anastasia CYO and the Marple Township Little League. In my free time, I enjoy coaching my kids' sports teams and spending quality time with loved ones.