Dan O'Rourke, Cfp® Email & Phone Number

Dan O’Rourke is the Chief Investment Officer and Vice-Chairman of the Investment Policy Committee at Wellspring Wealth Management, LLC (Wellspring), bringing over 20 years of investment management expertise.As CIO and Vice-Chairman of the Investment Policy Committee, Dan focuses on delivering customized strategies that help clients achieve their financial goals. By combining expertise in capital market research, portfolio design, financial planning, and investment solutions, he ensures that every client receives a tailored approach to managing their wealth. Dan works closely with affluent families, institutions, and institutional investors, providing strategic guidance on investment and economic matters while crafting personalized financial plans and portfolio solutions to address their unique needs and aspirations.Dan holds the CERTIFIED FINANCIAL PLANNER™ designation, he is a graduate of Temple University, and is a member of the Hilton Head Area Council of Estate and Financial Advisors (CEFA).Prior to joining Wellspring, Dan spent over 17 years at Vanguard, where he built a distinguished career as a financial leader. Starting in Vanguard’s call center, he honed his communication and problem-solving skills before being selected for the firm’s prestigious rotational leadership program. This experience provided Dan with a deep understanding of leadership, customer-centric strategies, and operational excellence. Over the years, he consulted with some of the nation’s top financial advisors, establishing himself as an expert in holistic wealth management and strategic communication. In his role as Director, Dan advised Vanguard’s largest institutional clients, offering innovative solutions to complex financial challenges. His extensive experience, strategic insight, and commitment to excellence have earned him recognition as a trusted advisor and thought leader in the financial industry.Outside of work, Dan and his wife enjoy raising their two sons. He dedicates time to volunteering at charities, his church, and his children’s school, while also pursuing his passions for golf and fishing.

Listed skills include Investments, Financial Services, Mutual Funds, Retirement Planning, and 6 others.