About Us

Daniel Patrick Flynn, CFP®

Principal
Phone: (646)580-4326

After graduating from West Virginia University in 2001 with a bachelor's degree in Economics, Dan began his career in the financial services industry at the Equitable Advisors Manhattan office. During that time, he has worked with individuals and small business owners developing financial planning strategies to help them manage their wealth.

In 2008 he completed the At Retirement training program through the Wharton School of Business at the University of Pennsylvania. This program educates financial professionals on the challenges facing baby boomers as they near and enter retirement.

Dan is a CERTIFIED FINANCIAL PLANNER™ professional and attended the Equitable Institute at Harvard University in Cambridge, Massachusetts in 2014. This series of studies on asset allocation, investor behavior, and practice management is under the leadership of Harvard Professor Dr. Harold Langlois.

He resides in New Jersey with his wife and 2 children and enjoys the outdoors, sports and traveling.

Summit Office: 3 Beechwood Rd, Suite 1 Summit, NJ 07901

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Diligence Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Diligence Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck