As a wealth advisor, Dan Federman helps assess the financial health of clients and then creates a detailed plan of action so clients can have the confidence and motivation to reach their financial goals. With more than 20 years in the financial services industry, Dan has seen the value of education in helping people avoid costly mistakes and take control of their financial decision-making. He thrives in serving as a collaborative consultant to clients, helping them realize their goals and live the lives they envision. Dan received a B.S. in international business from the University of Maryland and has an executive certificate in financial planning from the University of Georgetown. As a CERTIFIED FINANCIAL PLANNER™ practitioner and investment advisor, he draws on his education and experience to turn seemingly chaotic personal finances into well-organized plans that make sense to clients. Dan lives in Tiburon, CA with his wife and son. He enjoys playing tennis, skiing, and running.
University of Maryland, B.S. in International Business