Daniel Fisher is an Investment Advisor Representative at Dunleavy Wealth Management, with Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both individuals and closely-held companies.
As an Investment Advisor Representative, Dan is 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. Dan works closely with business owners, executive teams and their advisors to help them realize their financial goals.
Along with the time spent working with his clients, he is responsible for assisting the Dunleavy Wealth Management team with various activities. Dan is also an integral part of the Michigan Financial team as he manages and controls the entire Echo Wealth program for the firm and has become proficient with the management platform.
Bachelor of Arts in Finance
Michigan State University
- Life, Accident & Health Insurance Licenses
- Variable Life and Annuities License
- FINRA Series 7 License
- FINRA Series 66 License
Dan currently resides in Royal Oak, Michigan. In addition to his career, he is passionate about fitness, spending time outdoors and hunting. He relishes any opportunity for ATV trail riding, swimming, or spending time on the water with his family and friends.