Daniel R. Gardner, CFP®

Daniel R. Gardner

Phone: (248) 663-4733

Fax: (248) 827-7378

E-mail: dgardner@michfinancial.com

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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.