Dan Federman, Cfp® Email & Phone Number

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.

San Mateo, Ca, Us

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.

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.

Executive Certificate In Financial Planning, Financial Planning

Bs, International Business

Education record