Dan Stephans has been in the financial service industry since 1984 and has maintained a client first practice for over 36 years. A graduate from Robert Morris University with a BS in Business Administration, he also earned the professional designations Chartered Financial Consultant (American College), Chartered Retirement Planning Counselor (College of Financial Planning), and Certified Fund Specialist (Institute of Business and Finance). Dan is a member of the Financial Planning Association (FPA) and the Society Financial Service Professional (SFSP).
Dan holds Securities license 7, 63, and 65. He is licensed for Life, Accident, Health and Annuities.
As a retirement income specialist, Dan provides comprehensive fee based
financial planning, wealth management and estate planning strategies for
individuals, professionals, and business owners approaching retirement or already retired. Dan’s mission is to help build and protect wealth through asset accumulation, distribution planning for individuals working towards retirement, and the efficient transfer of wealth to heirs. Dan, who is a frequent speaker, conducts educational retirement income seminars which are geared towards educating pre-retirees and retirees on retirement income, wealth preservation, wealth management and wealth transfer strategies.
Dan and his wife Colleen reside in Level Green. Dan and Colleen have 3 wonderful children and a beautiful granddaughter named Ellie, as of 2022. His hobbies include exercising, golf and model trains.