Dan is a living example of the term “full-service financial professional.” He is a firm believer in understanding where the client is and where he would like to be. Dan, among other things, relies on his accounting background before assembling long-term financial plans. Today his expertise includes investment planning, retirement planning, educational planning, estate planning and business planning. “Pursuing a financial services career was a natural fit for someone with my education and interpersonal skills,” says Dan, a New Jersey native. “I like interacting with people and helping them reach their goal of a comfortable retirement or protecting their family.” Dan earned his undergraduate degree in accounting from Rutgers University. He then earned a Masters Degree in Business Administration with a concentration in Finance. Before joining FFP, Dan had a corporate accounting career, having worked at several well-known New Jersey-based manufacturing companies, all the while building his communication and interpersonal skills. Today Dan holds the Series 6, 63 and 65 Securities Licenses enabling him to sell securities in all states. He is also licensed to sell life and health insurance as well as annuities and mortgages.