Dan has been a Financial Advisor since 2010 and is a dedicated and compassionate financial advisor who goes above and beyond to make a positive impact on both his community and the lives of his clients. With his impressive credentials and genuine concern for others, Dan stands out as a trusted professional in the financial industry.
First and foremost, Dan holds the Series 7 and 66 licenses, which demonstrate his expertise and ability to provide comprehensive financial advice and investment strategies to his clients. These licenses enable him to trade a wide range of securities and provide holistic financial planning services.
In addition to his licensing, Dan has obtained a notable designation: Accredited Investment Fiduciary Analyst (AIFA®). An Accredited Investment Fiduciary Analyst® (AIFA®) is a professional who is trained to review and improve how retirement plans are managed. This designation means the advisor understands what it takes to meet fiduciary responsibilities and can help ensure your 401(k) plan is being run in the best interest of your employees and in full compliance with industry standards.