Dan Reese

Dan Reese Email and Phone Number

Certified Financial Planner™ @ Avery Wealth, Inc.
Dan Reese's Location
Jackson, Michigan, United States, United States
Dan Reese's Contact Details
About Dan Reese

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.Avery Wealth was founded in 2003 in Jackson, Michigan by Dan Reese. We formed the firm with the goal of creating client-advisor relationships built on personal trust and integrity. At Avery Wealth, we serve our clients as an independent Registered Investment Advisor providing fee-based wealth management support to individuals, families, businesses, qualified retirement plans, partnerships and not-for-profits… those with a desire to establish and pursue their long-term financial objectives. We have adopted an approach to client service where the process is understandable and the resulting investment and wealth management strategies are customized to meet the needs of our clients.

Dan Reese's Current Company Details
Avery Wealth, Inc.

Avery Wealth, Inc.

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Certified Financial Planner™
Dan Reese Work Experience Details
  • Avery Wealth, Inc.
    Financial Planner | Wealth Coach | Social Security Planning | 401K Benchmarking | Investment Advisor
    Avery Wealth, Inc. Sep 2003 - Present
    Jackson, Mi, Us
    Daniel A. Reese, CFP® began his career in 1994 working with State Farm Insurance, a Fortune 500 company and leading provider of personal lines insurance in the United States. In 2000, Dan opened his own agency, and in 2003 established his current independent financial planning firm. Dan received his Bachelor of Science in 1994 from Michigan State University with a focus on economics and statistics. He furthered his education by receiving his Certified Financial Planner certification in 2005. Dan has been working with families since 2001 developing prudent strategies to achieve long-term financial success. Taking a comprehensive approach, Dan focuses on each of the areas of personal finance including savings plans, investments, cash flow, retirement income planning, taxes, and risk management. As a Certified Financial Planner (CFP®), you can be sure that Dan provides expert and professional planning services. To earn the CFP® designation, he had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Dan also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Dan and his wife Debbie have three wonderful children, Jack, Andrew and Libby, and live in Jackson, Michigan where he and Debbie both grew up. Dan is active with the Cub Scout program and is a member of St. John’s church. During summer, you can often find Dan camping with his family at Lighthouse Village in Homer or Yogi Bear in Fremont, Indiana, or travelling north to Debbie’s family cottage on Marquette Island near Hessel. Dan is also an avid golfer and enjoys reading. His favorite books include fast paced fiction written by authors such as Web Griffin, Dan Brown, and Michael Crichton, as well as a variety of biographies and historical pieces.
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  • State Farm Insurance
    Agent
    State Farm Insurance Dec 2000 - Sep 2003
    Bloomington, Illinois, Us
    Operated Independent State Farm agency specializing in personal lines insurance and financial services.
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Dan Reese Skills

Retirement Planning Investments Wealth Management 401k Financial Planning Financial Services Risk Management Estate Planning Asset Allocation Portfolio Management Strategic Financial Planning Financial Advisory Financial Planners Leadership 401 Retirement Savings Plans Securities 401k Fiduciary Reviews 401k Plan Benchmarking Investment Management Asset Management Insurance Planning

Dan Reese Education Details

  • Michigan State University
    Michigan State University
    Statistics & Computer Science
  • Western High School
    Western High School

Frequently Asked Questions about Dan Reese

What company does Dan Reese work for?

Dan Reese works for Avery Wealth, Inc.

What is Dan Reese's role at the current company?

Dan Reese's current role is Certified Financial Planner™.

What is Dan Reese's email address?

Dan Reese's email address is de****@****ast.net

What is Dan Reese's direct phone number?

Dan Reese's direct phone number is +151774*****

What schools did Dan Reese attend?

Dan Reese attended Michigan State University, Western High School.

What are some of Dan Reese's interests?

Dan Reese has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, Golf, Food, Home Decoration, Health.

What skills is Dan Reese known for?

Dan Reese has skills like Retirement Planning, Investments, Wealth Management, 401k, Financial Planning, Financial Services, Risk Management, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial Planning, Financial Advisory.

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