The Professional Me
Dan is a Chartered Financial Consultant® and Chartered Retirement Planning CounselorSM with more than ten years of experience helping clients align their values and goals with their financial assets through insightful financial and investment planning. He brings extensive experience working with business owners, executives, professionals, individuals and families to help clients pursue their objectives in the most tax-efficient and cost-efficient manner in the key areas of wealth accumulation (including investment allocation), business succession, executive compensation, estate conservation, charitable giving strategies and employee benefits.
Dan earned an MBA with a dual concentration in finance and operations management from the Weatherhead School of Management at the Case Western Reserve University, a Master of Policy Sciences with a concentration in Political Science from the University of Maryland- Baltimore County, a Master of Arts from Towson University, and a Bachelor of Arts from Rutgers College- Rutgers University.
He grew up in the suburbs of Philadelphia, PA where his family owned a food and beverage manufacturing company. Following college, he spent several years in the not-for-profit sector before joining the family business where he made his mark upgrading and implementing processes and introducing productivity and technology innovations. His experience at the helm of a privately-owned family business continues to provide invaluable insight for advising business owners on the unique challenges they face.
Dan has been a guest speaker and presented educational seminars for corporations, Clubs and Associations; has led Continuing Education classes for attorneys and CPAs; and has been published and quoted in several periodicals. Over the years, Dan has shared his time and talents supporting a variety of religious, social service, and cultural non-profit organizations, including the Solon Chamber of Commerce, the Federation of Jewish Men’s Clubs (on the local, regional, and international levels), and coaching youth baseball, basketball, lacrosse and soccer.
Dan is married and resides with his wife and two sons in Solon, Ohio.
Professional Designations & Credentials
- Chartered Financial Consultant® (ChFC®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- MBA in Finance and Operations Management
- Master of Policy Sciences
- Master of Arts
- FINRA Series 7 and 66 securities registrations held through LPL Financial
- Life & Health Insurance licenses
The Personal Me
Dan has traveled extensively throughout North and South America, Europe and the Middle East, learning about different cultures and trying new activities whenever possible. When he’s not working or trekking across remote areas of the planet, he can be found attending concerts and listening to live music, reading or simply enjoying some rare down time with his wife and kids.
He’s also an amateur magician, a hobby he’s enjoyed his entire life, and an Orange Belt in Krav Maga (Israeli self-defense) where he’s actively working his way up the ranks to eventually earn his Black Belt. He still finds time to play softball for an adult co-ed league and to keep up with his beloved Philadelphia Eagles, Flyers, Phillies and Sixers in addition to Cleveland’s Cavaliers and Indians.
Little known fact: While in college, Dan wrote a novel based on his travels across the United States—but it wasn’t his debut as an author. At age 10 he wrote, illustrated, and bound a children’s book titled The Dog Actor.