Dan is a Certified Financial PlannerTM and Enrolled Agent with the Internal Revenue Service with over 20 years of experience in the financial and tax industries. He is a graduate of The University of Maryland at College Park. Prior to his work as a Certified Financial PlannerTM, he spent time with AllianceBernstein, one of the largest institutional money managers. Dan works diligently to help his clients and their families achieve their very specific and unique financial goals by forming a personal and real connection with them.
He is an Investment Adviser Representative and General Securities Representative of LPL Financial. He holds licenses and registrations that include FINRA Series 7, 66, 24 and life, accident and health insurance licenses.
The CFP® marks identify 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. The exam covers the financial planning process, risk management, investments, tax planning, retirement planning, 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.