As the Director of Planning at WealthPlan Advantage, Dan oversees the strategy and construction of financial plans. He also plays a key role in client onboarding and plan implementation, utilizing the eMoney software and its digital statement share tool. He takes pride in embodying WealthPlan’s mission of “Simplicity”, making the financial planning process as seamless as possible for clients.

As a CERTIFIED FINANCIAL PLANNER™ professional, Dan emphasizes the holistic nature of a client’s situation, focusing on how investment, insurance, estate and tax solutions work together to achieve the desired goals. In addition to the CFP® marks, Dan holds his FINRA Series 7 and 66 licenses, along with his Life and Health Insurance licenses.

Dan joined the WealthPlan team in the summer of 2015, and has been working closely with our client base ever since. Dan is a graduate of Boston College, earning a Bachelor of Science degree in Psychology and completing the Summer Management Catalyst Program within the business school.

Dan enjoys travel, film, sports (Go Bengals) and spending time with family, especially on Long Beach Island. He currently resides in Mill Valley, CA with his wife Sarah and twin boys, Charlie and Beau.

Check the background of this investment professional on FINRA’s BrokerCheck.