Daniel R. Gardner, CFP, ChFC
Executive Director of Financial Planning
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.