Daniel Gardner

Daniel Gardner

Executive Director of Financial Planning

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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 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.

 

Education

Oakland University, 1995

    Bachelor’s Degree in Business

 

Professional Registrations & Designations

Life, Accident & Health

Series 7

Series 66

CFP®

ChFC

 

Memberships & Affiliations

Certified Financial Planner Board of Standards

NAIFA

The Financial Planning Association

Oakland University Alumni Association

 

Personal Data

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