Executive Director of Financial Planning
Phone: (248) 663-4733
Dan Gardner is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm specializing in 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 realize their financial goals.
Oakland University, 1995
Bachelor’s Degree in Business
Professional Registrations & Designations
Life, Accident & Health
Memberships & Affiliations
Certified Financial Planner Board of Standards
The Financial Planning Association
Oakland University Alumni Association
Dan currently resides in Rochester Hills with his wife, Amy, and their three children.
28411 NORTH WESTERN HWY - SOUTHFIELD, MI 48034 - 586-698-5221
We are licensed to sell Insurance Products in the following states:
We are registered to sell Securities in the following states:
California Insurance License #: 0G71064