Broker Check
Daniel Patrick Flynn, CFP®

Daniel Patrick Flynn, CFP®

Principal

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