Dan Federman, Cfp®

Dan Federman, Cfp® Email and Phone Number

Vice President at EP Wealth Advisors @ EP Wealth Advisors
Dan Federman, Cfp®'s Location
Belvedere Tiburon, California, United States, United States
Dan Federman, Cfp®'s Contact Details
About Dan Federman, Cfp®

I assess the financial needs and goals of individuals/families and help them with investments, tax laws, cash flow planning, insurance, estate/incapacity and retirement planning decisions. I help clients plan for short-term and long-term goals, such as education expenses and retirement; and help them protect against financial risk. I work with a team of financial planners and portfolio managers to invest clients' assets to match their needs, goals, risk tolerance, investment objectives, time horizon, and desire to tax-efficiently transfer wealth to the next generation or to their favorite charities.

Dan Federman, Cfp®'s Current Company Details
EP Wealth Advisors

Ep Wealth Advisors

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Vice President at EP Wealth Advisors
Dan Federman, Cfp® Work Experience Details
  • Ep Wealth Advisors
    Vice President
    Ep Wealth Advisors Jan 2021 - Present
    Torrance, California, Us
    I assess the financial needs and goals of individuals/families and help them with investments, tax laws, cash flow planning, insurance, estate/incapacity and retirement planning decisions. I help clients plan for short-term and long-term goals, such as education expenses and retirement; and help them protect against financial risk. I work with a team of financial planners and portfolio managers to invest clients' assets to match their needs, goals, risk tolerance, investment objectives, time horizon, and desire to tax-efficiently transfer wealth to the next generation or to their favorite charities.
    View
  • Newfocus Financial Group
    Wealth Advisor
    Newfocus Financial Group Sep 2016 - Jan 2021
    San Mateo, Ca, Us
    View
  • Westbourne Investments
    Senior Financial Planner
    Westbourne Investments Feb 2000 - Sep 2016
    Alexandria, Virginia, Us
    I assess the financial needs and goals of individuals/families and help them with investments, tax laws, insurance, estate and retirement planning decisions. I help clients plan for short-term and long-term goals, such as education expenses and retirement. I invest clients' assets to match their needs, goals, risk tolerance, investment objectives, and time horizon.
    View
  • Ariba Asset Management
    Senior Financial Planner
    Ariba Asset Management 2000 - Sep 2016
  • Nasa Center For Aerospace Information (Nci Information Systems)
    International Business
    Nasa Center For Aerospace Information (Nci Information Systems) Apr 1998 - Jan 2000
    Served as liaison between NASA and foreign research partners, including the European & Japanese space agencies, Identified, analyzed and acquired foreign non-classified scientific and technical research. Information was used to aid NASA's R&D efforts; Developed proposals and facilitated information-sharing programs between NASA and international partners; and, Answered public inquiries through NASA's Help Desk.

Dan Federman, Cfp® Skills

Investment Strategies Investments Strategic Financial Planning Retirement Wealth Management Asset Allocation Retirement Planning Portfolio Management Wealth Investment Advisory Alternative Investments Financial Planners Financial Planning Estate Planning Investment Management Mutual Funds Retirement Income Strategies Financial Advice Etfs Retirement Plan Consulting Fixed Annuities Asset Management 401k Wealth Management Services High Net Worth Individuals Series 65 Iras Wealth Accumulation Certified Financial Planner Personal Financial Planning 401k Rollovers College Savings Plans 529 Plans Pensions Securities Financial Services Bonds Defined Benefit Saving For Education Roth Ira Retirement Savings Financial Goals Municipal Bonds Holistic Financial Planning Savings Wealth Preservation Planning Options Income Protection

Dan Federman, Cfp® Education Details

  • Georgetown University Center
    Georgetown University Center
    Financial Planning
  • University Of Maryland
    University Of Maryland
    International Business
  • Westborough High School
    Westborough High School

Frequently Asked Questions about Dan Federman, Cfp®

What company does Dan Federman, Cfp® work for?

Dan Federman, Cfp® works for Ep Wealth Advisors

What is Dan Federman, Cfp®'s role at the current company?

Dan Federman, Cfp®'s current role is Vice President at EP Wealth Advisors.

What is Dan Federman, Cfp®'s email address?

Dan Federman, Cfp®'s email address is da****@****ail.com

What is Dan Federman, Cfp®'s direct phone number?

Dan Federman, Cfp®'s direct phone number is +141581*****

What schools did Dan Federman, Cfp® attend?

Dan Federman, Cfp® attended Georgetown University Center, University Of Maryland, Westborough High School.

What are some of Dan Federman, Cfp®'s interests?

Dan Federman, Cfp® has interest in Education.

What skills is Dan Federman, Cfp® known for?

Dan Federman, Cfp® has skills like Investment Strategies, Investments, Strategic Financial Planning, Retirement, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Wealth, Investment Advisory, Alternative Investments, Financial Planners.

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