Dan Flynn Email & Phone Number

As a CERTIFIED FINANCIAL PLANNER™ professional with Sagemark Consulting, I specialize in helping high tech executives, professionals and retirees through the ever changing maze of retirement, investment, wealth management, equity compensation and estate problems. Each of my clients has unique financial goals and needs. My primary role is to understand your goals and current situation and then provide you with the information, advice and alternative solutions you need to make the best possible decisions about your financial future. Working with you, my team and I will focus on your needs and objectives. After analyzing your financial situation, we will work together to identify the gaps between your existing situation and your goals and objectives. I’ll then develop a range of planning strategies for you to consider. We provide our clients with customized financial solutions in the areas of retirement, investment, wealth management, equity compensation and estate planning strategies. We empower our clients to make informed decisions about their financial future with confidence.I graduated from the University of Michigan with a BS degree in Chemical Engineering. I received my MBA from The Wharton School of the University of Pennsylvania. I completed the CFP® program through the American College and am an active member of the Financial Planning Association of Silicon Valley. When not working on your financial plan, I enjoy skiing, mountain biking, hiking, music, art and travel.

Listed skills include Financial Planning, Retirement Planning, Wealth Management, Investment Planning, and 5 others.