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 lives in Media, Pennsylvania with his fiance Chelsea. He serves as the Treasurer on the executive committee of his neighborhood community association. When he is not meeting with clients, Dan enjoys spending time with friends and family, golfing, playing sports, and traveling.