Dan Mageras, Cfp® Email & Phone Number

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

Listed skills include Retirement Planning, Investment Management, Comprehensive Financial Planning, Estate Planning, and 8 others.

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  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.”