Dan Flanagan, CPA/PFS, CFP®, AEP®
Senior Wealth Advisor, Frank and Flanagan Wealth Advisors
Dan Flanagan brings more than 25 years of financial planning, wealth management and accounting experience to his role as senior wealth advisor at Frank and Flanagan Wealth 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. In addition to his CPA/PFS certifications, Dan is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Estate Planner®.
Website: www.frankandflanagan.com | LinkedIn