Download Your Free Retirement Readiness Checklist
A simple framework to help you assess your income, taxes, investments, and risks—before retirement decisions become irreversible.
A simple framework to help you assess your income, taxes, investments, and risks—before retirement decisions become irreversible.
CFP®, CLU®, RICP®LPL Financial Advisor
Dan is a graduate of St. Bonaventure University with a Bachelor’s degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), and past president of the Delaware County Association of Financial Advisors. A member of the Chester County Estate Planning Council. He lives in Thornton with his wife Linda and their four children.
RICP conferred by The American College.