Dan Lash

About

With 28 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 $1.5B* in assets under administration (AUA), as of 1/21/2026, 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 Past President

Credentials

Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)

Specialization

Financial Planner

Honors & Awards

Northern Virginia Magazine, Top Financial Professional – 2011-2025
Washingtonian Magazine, Top Financial Advisor – 2012-2025
Washingtonian Magazine, Top Wealth Advisor Hall of Fame – 2023
Financial Planning Association, Planner of the Year Award (National Capital Area Chapter) – 2022
Financial Planning Association, Norma Severns Leadership Award (National Capital Area Chapter) – 2019
George Mason University, Alumni Service Award – 2022

Education

George Mason University

Additional Information

*Cetera Wealth Services LLC (custody/administration) AUA $1.15B, Fidelity Retirement/ Recordkeeping AUA $190M, ADP Retirement Recordkeeping AUA $155M. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360. Northern Virginia Magazine Top Financial Professional. To compile the Top Financial Professionals listing, a survey is sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The nominations are vetted by consulting various publications to determine the list of winners.

Northern Virginia Magazine Top Financial Professional. To compile the Top Financial Professionals listing, a survey is sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The nominations are vetted by consulting various publications to determine the list of winners.

The Washingtonian Top Financial Adviser is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included.

Top Wealth Adviser Hall of Fame – is awarded by Washingtonian Magazine and is based on surveys of financial professionals in the region and other industry experts. Those professionals recommended the most make the roster.

Norma Severns Award for Leadership – awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA’s mission statement locally or nationally Financial Planning Practice Recognition.

FPA NCA (year) Planner of the Year issued by the Financial Planning Association National Capital Area. Winner is selected by an award selection committee on the criteria of; achievement recognizable with 1-5 years, current FPA Member, promoting Financial Planning Profession, community/charitable work, media recognition, mentoring, innovative financial planning techniques/practice management, and individual or firm recognition. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Listing in these publications and/or awards is not a guarantee of future investment success. These recognitions should not be construed as endorsements of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party ratings or awards.