Dan Flanagan, CPA/PFS, CFP®, AEP®

Dan Flanagan, CPA/PFS, CFP®, AEP®

Financial Adviser, Partner, Canby Financial Advisors, LLC

Dan Flanagan brings more than 20 years of financial planning, wealth management and accounting experience to his role as partner and financial adviser at Canby. His unique combination of 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. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth.

Phone: 508.598.1085 | E-mail: dflanagan@canbyfinancial.com | Website: www.canbyfinancial.com | LinkedIn: www.linkedin.com/in/dan-flanagan-3647a41/

10 New Year’s Financial To Do’s (You’ll Feel Great When You Check Them Off)
A man chews on a pencil as he looks over a checklist.
retirement planning

10 New Year’s Financial To Do’s (You’ll Feel Great When You Check Them Off)

Once you run through this checklist, you’ll be in great shape for a prosperous and organized new year.
January 18, 2021
Is Your Portfolio Overweight?
investing

Is Your Portfolio Overweight?

There are several kinds of overweighting risks to watch out for, and a simple rebalancing can’t always fix the problem.
August 18, 2020
What's Going on with Bonds During the Coronavirus?
investing

What's Going on with Bonds During the Coronavirus?

To understand, you need to know a few bond basics. Here's a primer on how bonds work, and how disruptive events like the coronavirus and falling inter…
April 2, 2020