A wealth of expertise to support your goals
Wealth Planner, RJFS
Dan began his career at Mendham Capital Management in 2016 upon graduating from Fairleigh Dickinson University with a bachelor’s degree in business administration.
Dan is an investment adviser representative and holds Series 7 and 66 securities licenses, as well as, insurance licenses for life, health, and variable contracts. Dan has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management SpecialistSM.
Dan works with high-net-worth individuals and their families, business owners, corporate executives, and young professionals to develop personalized financial plans and investment strategies to help achieve their long-term goals. He is dedicated to building strong relationships and is focused on delivering the highest level of professionalism, service, integrity and financial guidance.
Dan serves on the FDU Alumni Board of Governors where he works with fellow alumni to support the university’s mission and enhance the alumni experience. In addition, Dan is a member of the Corporate Leadership Council for Cornerstone Family Programs. He is also a past chair for the Young Professionals Committee of the Morris County Chamber of Commerce.
Dan grew up in Randolph and currently resides in Morristown. In his free time, he enjoys golf, snowboarding, travel, working out and spending time with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any organizations mentioned.