Daniel R. Gardner, CFP, ChFC

Daniel R. Gardner, CFP, ChFC

Executive Director of Financial Planning

Phone: (248) 663-4733
Fax: (248) 827-7378
E-mail:
 

Dan Gardner is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. 

 

As a financial associate he is uniquely qualified to address the diverse needs of high net-worth individuals.  He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.  He works closely with business owners, executive teams and their advisors to help realize their financial goals.

 

Education

Oakland University, 1995

    Bachelor Degree in Business

 

Professional Registrations & Designations

  • Life, Accident & Health
  • Series 7
  • Series 63
  • Series 65
  • CFP®
  • ChFC

 

Memberships & Affiliations

  • NAIFA
  • The Financial Planning Association
  • Oakland University Alumni Association
  • Named Five Star Wealth Manager, 2010 & 2011 by Crescendo Business Services*

 

 

Personal Data

Dan currently resides in Rochester Hills with his wife, Amy, and their three children.

*The FIVE STAR Award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or magazine. 

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Check the background of this financial professional on FINRA's BrokerCheck