Founding Partner
CurrentDan Bonder is a CERTIFIED FINANCIAL PLANNER® professional, Attorney at Law and MBA who provides an in-depth and cross-disciplinary approach as well as more than 44 years of experience and knowledge to his clients.He holds the FINRA Series 7 and 63 securities registrations as well as a Life and Health Insurance License. He also serves as an arbitrator for FINRA. He is a member of the Financial Planners Association, Ohio State Bar Association, both the National and Northern Ohio Planned Giving Councils, and the Estate Planning Council of Cleveland.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Legal services are not offered through, nor supervised by, Lincoln Investment or Capital Analysts.Beacon Financial Partners/Beacon Financial Advisory, LLC and the above firms are independent and non-affiliated. This profile is not a solicitation for services. By choosing to become a friend of this site, you may be posting your information publicly. Beacon Financial Partners/Beacon Financial Advisory, LLC is not responsible for any abuse of this information by a third party. Postings should not be considered testimonial or an endorsement of our firm or advisors.
