Dan joined the Planning Capital Management team in August 2013. As the Director of Financial Planning, he works closely with clients in developing their financial strategies. His vast range of knowledge and commitment to the client’s best interests make him a top tier financial planner. Dan holds a Registered Investment Adviser license (Series 65), is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), and holds the Chartered Life Underwriter (CLU®) designation. Dan is also a member of the Financial Planning Association of the Philadelphia Tri-State area.
Prior to joining Planning Capital Management, Dan was a financial planning consultant and manager at eMoney Advisor. He also graduated from Saint Joseph’s University in Philadelphia, PA, where he earned Bachelor’s degrees in both Finance and Economics. He is currently pursuing a Master’s Degree in Financial Services.
Dan has proven himself to be a thought leader within the financial advice industry. He regularly wrote articles for the marketing department during his time at eMoney. Since then, he has been involved as a panelist, speaker, and presenter at both national conferences and regional/local events. The topics have ranged from technology and the younger generation to common mishaps in financial planning. He continues these efforts on an ongoing basis by writing quarterly market commentary for the clients of Planning Capital Management.
Dan lives in Media, Pennsylvania with his fiancé Chelsea. He serves as the President on the executive committee of his neighborhood community association and is a member of the Delaware County Field and Stream Association. When he is not meeting with clients, Dan enjoys spending time with friends and family, golfing, playing sports, and traveling.