Locations
8391 Old Courthouse Road, Suite 203, Vienna, VA, 22182 Get Directions
Specialties
- Financial Planner
About
With more than 25 years in the financial industry, Dan specializes in wealth accumulation, distribution, retirement, and tax planning. Dan works with individuals and families to help them create and pursue their financial goals. He advises clients who have significant assets to invest and appreciate a high level of client service – something he delivers with his unique ability to talk honestly and directly while focusing on the bigger financial pictures. He also works with small businesses to help them navigate their employer-sponsored retirement plans and understand their succession options and insurance needs.
VLP Financial Advisors is an independent, full-service wealth services firm, with over $1B+ in assets under management (as of 12/31/22), with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.
Association Certifications
Financial Planning Association-National Capital Area Chapter, Former Board Member and Past President
George Mason University Financial Planning & Wealth Management Advisory Board, Founding Member and President
Credentials
Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)
Specialization
Financial Planner
Honors & Awards
Northern Virginia Magazine, Top Financial Professional, 2022
Washingtonian Magazine, Top Financial Advisor
Washingtonian Magazine, Top Wealth Advisor Hall of Fame
Planner of the Year Award, Financial Planning Association-National Capital Area Chapter
George Mason University, Alumni Service Award, 2022
Education
George Mason University
