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Daniel R. Gardner, CFP®

Daniel R. Gardner, CFP®

Executive Director of Financial Planning

 

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.