Dan Mageras, Cfp®

Dan Mageras, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER ™ at Independent Financial Partners (IFP) @ Independent Financial Partners (IFP)
tampa, florida, united states
Dan Mageras, Cfp®'s Location
St Petersburg, Florida, United States, United States
Dan Mageras, Cfp®'s Contact Details
About Dan Mageras, Cfp®

For over 20 years, Dan Mageras, CFP® has helped individuals and families navigate their financial and investment planning goals. Dan works to thoroughly communicate with his clients to customize strategies for each unique situation. He strongly believes that financial performance is a result of a carefully planned process.Superior customer service is the goal of Dan’s practice. As an independent advisor, he is able to act in the best interest of his clients with objectivity and transparency. He advises them through retirement and insurance planning, helps them implement employee benefits. He has been able to implement his own refined planning strategies with the advanced resources and technology available to him through IFP.Dan is an active member of his community and in his spare time, he enjoys basketball, golf and spending time with his family. Dan, his wife Julie and their daughters Lydia & Veronika and son Danny reside in Northeast St. Petersburg.Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser.Third party posts found on this profile do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness.The IFP registered representatives may only discuss and/or transact business with residents of the following states: AZ, CA, CT, FL, IA, IL KS, ME, NJ, OH, UT, VA

Dan Mageras, Cfp®'s Current Company Details
Independent Financial Partners (IFP)

Independent Financial Partners (Ifp)

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CERTIFIED FINANCIAL PLANNER ™ at Independent Financial Partners (IFP)
tampa, florida, united states
Website:
ifpartners.com
Employees:
74
Dan Mageras, Cfp® Work Experience Details
  • Independent Financial Partners (Ifp)
    Certified Financial Planner ™
    Independent Financial Partners (Ifp) Jul 2011 - Present
    Tampa/St. Petersburg, Florida Area
    Independent Financial Partners is an independent wealth and investment management firm serving a select clientele of qualified families who have the requisite, the resources, and the restraint to engage their services. Providing services from customized retirement planning and private asset management to personal financial planning, we create customized strategies to protect and provide for families, retirees, and business owners nationwide. IFP works under the ultimate goal to optimize the advanced resources and technology available in developing, implementing and monitoring clients’ individual investments and personal financial plans.IFP follows a carefully-planned investment management process to ensure optimal client experience that includes Private Client Consulting, a total client profile interview, an investment plan meeting, mutual commitment and implementation and quarterly progress meetings. We offer guidance for a number of needs varying from retirement planning for families, succession planning for businesses, and financial planning for special needs families. We strongly believe that financial performance is a result of a carefully planned process focused not only on “what you make,” but “what you get to keep.”
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Dan Mageras, Cfp® Skills

Retirement Planning Investment Management Comprehensive Financial Planning Estate Planning Insurance And Liability Management Alternative Investments Education Planning Philanthropy Tax Management Executive Compensation Planning Trust Services Institutional Guidance

Dan Mageras, Cfp® Education Details

Frequently Asked Questions about Dan Mageras, Cfp®

What company does Dan Mageras, Cfp® work for?

Dan Mageras, Cfp® works for Independent Financial Partners (Ifp)

What is Dan Mageras, Cfp®'s role at the current company?

Dan Mageras, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER ™ at Independent Financial Partners (IFP).

What is Dan Mageras, Cfp®'s email address?

Dan Mageras, Cfp®'s email address is dm****@****hoo.com

What is Dan Mageras, Cfp®'s direct phone number?

Dan Mageras, Cfp®'s direct phone number is +172774*****

What schools did Dan Mageras, Cfp® attend?

Dan Mageras, Cfp® attended Eckerd College, Landmark College.

What skills is Dan Mageras, Cfp® known for?

Dan Mageras, Cfp® has skills like Retirement Planning, Investment Management, Comprehensive Financial Planning, Estate Planning, Insurance And Liability Management, Alternative Investments, Education Planning, Philanthropy, Tax Management, Executive Compensation Planning, Trust Services, Institutional Guidance.

Who are Dan Mageras, Cfp®'s colleagues?

Dan Mageras, Cfp®'s colleagues are Karen L. Hamm, Jonathan Melendez Peña, Maggie Gilheney, Alisa Knafelc, Oscar Mejia, Khala Watson, Chad Speziale Cfp®.

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