Dan Foxen Jd,Cpa, Clu®, Chfc® Email & Phone Number

Dan has over 30 years of financial services experience and is a Chartered Financial Consultant (ChFC®) & a Certified Public Accountant (CPA)**. Dan has been an independent advisor since 1997. Prior to entering the financial services industry, Dan practiced law, concentrating in estate planning and taxation. Dan’s tax and accounting background allows him to work efficiently with your other advisors to help ensure coordination of all aspects of your financial planning. Dan’s focus is the identification of your financial objectives and the development of personalized strategies to allow you to pursue your specific goals and objectives. Through his affiliation with LPL Financial, he is able to offer comprehensive, unbiased wealth management services to his clients. LPL Financial is free from any investment banking relationship, and has no proprietary products to sell. This allows Dan to offer investment advice to clients free from any conflict of interest.He has been recognized as a Five Star Wealth Manager Chicago area by Chicago Magazine* in 2010 and 2012. *2012 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.**Accounting and tax services are not offered by LPL Financial or Foxen Financial.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Strategic Financial Planning, Finance, Retirement, Investments, and 3 others.

• 

  President And Wealth Manager

  Foxen Financial

  Mar 1988 - Present - Hinsdale, Illinois, Us

  Foxen Financial offers comprehensive, unbiased, financial management and investment planning to individuals and small businesses. Our process is focused on working with you to understand your financial objectives and developing strategies that seek to make your financial goals a reality. Our advisors are affiliated with LPL Financial, an independent institution which allows us to focus entirely on providing unbiased investment advice to our clients.At Foxen Financial, our focus is assisting individuals develop personalized strategies that seek wealth accumulation, protection of wealth from unforeseen events and finally, the proper, tax-efficient distribution of this wealth in your retirement years. Our role is to provide our clients with all appropriate information to empower them to make informed decisions about their financial future.Our mission is to assist our clients in every aspect of their financial lives. By managing our client’s risk exposure, we seek to increase your potential to achieve your financial objectives. Our relationship with our clients is built on trust, which we continue to earn every day.We pride ourselves in professional personalized service. We realize that everyone has their own unique retirement and financial planning dreams and objectives. Our process emphasizes learning about your unique objectives and concerns pertaining to your financial planning.For a list of states in which I am/we are registered to do business, please visit www.danfoxen.com

• 

  University Of Illinois College Of Law

  Accounting And Finance