Daniel R. Gardner, CFP®
Daniel R. Gardner
Phone: (248) 663-4733
Fax: (248) 827-7378
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
- Series 7
- Series 66
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.