Dan Wagner, Crps®, Cpfa®, Aif® Email & Phone Number

With over 30 years of experience in financial services, Dan’s specialization is in designing and constructing the best corporate retirement plans for both plan sponsors and their participants. His goal is to educate to ensure that fiduciary standards are being met, and to ultimately generate a positive outcome for the sponsors and participants alike. Dan holds the CRPS®, CPFA® and AIF® designations and is continuously keeping up with legislative and administrative changes that affect this area. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®. Boston Wealth Strategies, 250 First Ave Suite 102, Needham, MA 02494, 781-449-7000.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

Listed skills include Financial Services, Asset Allocation, Securities, Asset Management, and 7 others.