My clients are hardworking professionals who have worked many years with long hours requiring focus and finesse. Their days also call for a strong dose of flexibility, given they often need to address matters that arise unexpectedly. Outside of work, they want to spend the time they have left with their families, their friends-and doing what they love.
If you value transparency, honesty and direct solutions from someone who understands the challenges you face, we'd be a good fit. I'll work with you to develop a structured and proactive financial plan aimed at minimizing taxes, managing your cash flow and overall simplifying your financial life so you can be confident in your future and more present in your free time.
If you value transparency, honesty and direct solutions from someone who understands the challenges you face, we'd be a good fit. I'll work with you to develop a structured and proactive financial plan aimed at minimizing taxes, managing your cash flow and overall simplifying your financial life so you can be confident in your future and more present in your free time.
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I saw a great post on LinkedIn where a successful business owner explained how his business is a success because of things they don't have. I figured I would share this approach with my practice. In this post, I break down the reasons why you should always accept Non-Qualified Stock Options if your employer offers them to you.
Reviews (4)
Drdaf
Dec 10, 2019
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Dan is a fantastic financial planner!! He cares about his clients, and has the capacity that only experienced people have, to make things simple in a complicated matter. He has walked us through the whole process, reviewed every account and even helped us with a budget !! He even sent us a book on wealth management!! Amazing people person and true quality guy!! We are so glad to be working with him!! I recommend him without a doubt !!
Greg Z.
Nov 22, 2019
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Millennial Dentist
Sep 05, 2019
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David Rondini
Aug 20, 2019
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