FOCUS: RETIREMENT PLANNING, INVESTMENT ANALYSIS, TAX STRATEGIES, ASSET ALLOCATION, WEALTH ACCUMULATION AND RETIREMENT PLANNING, EMPLOYEE BENEFIT, PENSION PLANS AND 401(K) IMPLEMENTATION.
Strive not to be a success, but rather to be of value. - Albert Einstein
Originally from Lebanon, NJ, Dan graduated from East Carolina University with a Bachelor of Science in Economics with a minor in Business. He also earned his Master of Business Administration with a concentration in Finance from East Carolina University. He was previously a Loan Officer for a Direct Lender and held mortgage licenses in NC, SC, and VA.
Dan began working with his current broker-dealer, now Equitable Advisors, in December 2015. His current licenses include life, health, long-term care insurance and FINRA Series 6, Series 7, Series 63, and Series 65, and is a CERTIFIED FINANCIAL PLANNER® professional.
As a CFP®, Dan is equipped to assist clients in achieving their financial goals by offering comprehensive financial planning and personalized advice. His experience covers a wide range of areas, including retirement planning, investment management, tax planning, estate planning, and risk management.
Dan is actively involved with East Carolina's Alumni Association, the Pirate Club and the Knights of Columbus. He also volunteers with other local non-profits. Outside of volunteering and work, Dan enjoys fishing, golf, and mountain biking. He is also a musician, and from time to time can be found playing live in uptown Greenville.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.