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  4. Daniel R. Gardner, CFP®

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.

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Contact info

  •   28411 Northwestern Highway, Ste 1300, Southfield, Michigan 48034
  •   (248) 663-4700
  •   info@michiganfinancial.com

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Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.

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