Dan Flanagan, CPA/PFS, CFP®, AEP®

Dan Flanagan brings more than 25 years of financial planning, wealth management and accounting experience to his role as financial adviser and partner at Canby Financial Advisors. His investment, financial planning and tax experience has great appeal among the entrepreneurs and executives who are his typical clients.

Dan began his career as a CPA handling audit and tax compliance work for closely held companies and their shareholders. During this time, he earned his master's degree in financial planning from Bentley University. He began his advisory practice in 2000, and joined Canby Financial in 2014. In addition to his CPA/PFS certifications, Dan is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Estate Planner®.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.