Dan Federman, CFP®

Vice President, Advisor

Redwood Shores, California

Contact Dan

Dan helps clients assess their financial health and build actionable plans. He serves as a collaborative partner, helping clients make confident decisions and stay focused on long-term goals. Education is central to his work with families and professionals.
Dan has more than 20 years of experience in financial services, including roles at national and independent firms. He earned a B.S. in International Business from the University of Maryland. He also holds an executive certificate in financial planning from Georgetown University. Dan is a CERTIFIED FINANCIAL PLANNER™ professional.
Dan’s approach is structured, patient, and focused on clear priorities and measurable steps. He breaks complex topics into clear priorities and measurable steps. He believes informed decisions help clients avoid costly mistakes and build lasting confidence.
Dan lives in Tiburon, California, with his wife and son. He enjoys playing tennis, skiing, and running.

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