Meet Dr. Dan

Dr. Dan is a behavioral finance expert who is passionate about helping others live their best lives. He is a licensed clinical psychologist, financial advisor, and CERTIFIED FINANCIAL PLANNER™ whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in various settings including counseling centers, private practice, military clinics, and even federal prisons.

Dr. Dan currently serves as a Private Wealth Manager at Creative Planning. Prior to this position he was the Chief of Investor Behavior at Keystone Wealth Partners. Dr. Dan worked with the clients to enhance their communication with their advisor, their spouses, and others. He also helped clients set and pursue goals in retirement and understand how behavioral biases may impact investment decisions and other actions. And to help Keystone advisors offer the best individualized recommendations for their clients, Dr. Dan worked directly with the members of the Keystone Team to understand the unique needs and desires of their clients.

(The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.)