About this speaker
Dan works in a consultative role with business owners to strategically utilize their profits to consistently invest and achieve long term goals. Having achieved the designation of Certified Financial Planner (CFP®), Dan specializes in strategic planning for business owners to help their business grow through personalized, proactive, and customized advice by means of investment plan design. He utilizes 401(k) programs, defined contribution plans, and qualified retirement plans for local businesses. He continues to expand his knowledge base with educational programs in the areas of retirement planning, income and estate taxes, investments, and insurance, gaining additional certifications as a Chartered Financial Consultant® (ChFC®), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Exit Planning Advisor® (CEPA®).
