Dan is a CERTIFIED FINANCIAL PLANNER™ practitioner who has worked at Gitterman Wealth Management for over a decade. He is a multi-year winner of the Five Star Wealth Manager Award presented by Five Star Professionals.
Some of his areas of expertise include retirement planning, investment management, tax planning and risk management.
Dan frequently presents seminars at several New Jersey universities addressing topics such as:
- Creating Your Retirement Paycheck
- Social Security Strategies
- Investment Strategies
While his client base is diverse, many of Dan’s clients are individuals working in or retired from the higher education and healthcare fields.
An alumnus of Rutgers University, Dan graduated with a Bachelor’s of Science in Economics and Computer Science. He holds his series 7, 66 and life & health insurance licenses. He is a member of the national and NJ Chapter of the Financial Planning Association.
Dan lives in Monmouth County with his wife and two daughters. He is actively involved in several local philanthropies, including The Foodbank of Monmouth and Ocean Counties and Embrace Kids Foundation, where he serves on the Board of Directors.