7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900

Daniel P. Stephans, ChFC®, CRPC®, CFS®

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Daniel P. Stephans, ChFC®, CRPC®, CFS®
Phone: 
724-668-5307
Fax: 
724-668-8083

Born and raised in the Pittsburgh area, Dan Stephans has been a Private Wealth Advisor since 1984 and has maintained a client-first financial practice for over 35 years that is focused on individuals, professionals and business owners. His qualifications and titles include:
 

  • Bachelor of Science in Business Administration from Robert Morris University
  • Chartered Financial Consultant (American College)
  • Chartered Retirement Planning Counselor (College of Financial Planning)
  • Certified Fund Specialist (Institute of Business and Finance). 
  • Member of the Financial Planning Association (FPA) and the Society Financial Service Professional (SFSP).  
  • Member of the Savvy Social Security Plan
  • Securities Licensed Representative (Securities license 7, 63 and 65) 
  • Investment Advisor Representative (IAR) of Lincoln Financial Advisor Corp. 
  • Licensed for Life, Accident, Health and Annuities.

Dan specializes in two main areas: 

Retirement:

 A member of the Savvy Social Security Plan, Dan hosts seminars and workshops geared towards educating pre-retirees and retirees on how to potentially maximize:
 
► Retirement Income
► Social Security Benefits
► Wealth Preservation
► Wealth Management
► Wealth Transfer Strategies
► Social Security Planning Strategies
 
What sets Dan apart from other advisors is he is well versed in the ever-changing laws in developing Social Security claiming strategies for single, married, divorced, and widowed individuals.


 "Through Mosaic Wealth Consulting, my clients are offered specialized service in all areas of planning. My mission is to help build and protect your wealth through asset accumulation and distribution planning. I can help you work towards a secure retirement and an efficient transfer of that wealth to your heirs."


Mosaic Employee Benefits:
 
In addition to focusing on retirees, Dan also specializes in maximizing employee benefits. Mosaic Employee Benefits was created to excel in all forms of Employee Benefit programs.
 
 Dan and his wife Colleen reside in Level Green with their three children Brooke, Tyler and Brianna.  His hobbies include exercising, golf, model trains, biking and he is a member of the Churchill Wilkins Rotary.   

Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.
 

David Estatico is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2103723-042718.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, New York, Maryland, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

Not all registered representatives with our firm are able to offer advisory services.
 
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
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