Dan, originally from Edison, New Jersey, graduated magna cum laude from CUNY Queens College in 2014 with a double major in Corporate Finance and Economics. He began his career at Barclays Investment Bank and later Morgan Stanley, supporting the Treasury and Derivatives trading desks within their Finance divisions.
As a CERTIFIED FINANCIAL PLANNER® professional, Dan specializes in comprehensive wealth management, retirement planning, investment strategies, and tax-efficient investing. He is known for his client-first philosophy—building lasting relationships grounded in trust, transparency, and a deep understanding of each client’s financial goals.
Dan holds FINRA Series 7 and Series 66 licenses. He is a Registered Representative and Investment Advisor Representative with Commonwealth Financial Network®.
Dan met his wife, Rachel, while in college. They currently live in Fair Lawn, New Jersey with their two children, Emily and Gavi. Outside of work, Dan enjoys running, baseball, and golf. He also volunteers with Project Ezrah, providing financial coaching to families facing challenging times.