Charter Oak Financial
Dan German, MBA, is an experienced Insurance and Financial Services Professional currently working with German Financial since February 2018. With a long-standing career, Dan has held multiple roles, including Financial Services Professional at Charter Oak Financial and MassMutual since January 2011, where comprehensive financial analysis and goal identification are integral to the services provided. Dan also served on the Board of Alderman for the City of Milford from 2009 to 2019 and was the Head Wrestling Coach at Stratford High School from 2010 to 2019. Prior to these roles, Dan was involved in various entrepreneurial ventures, including ownership of Creative Health & Fitness, Inc. and Fitness Express, successfully revitalizing struggling businesses. Dan holds an MBA from Sacred Heart University, a BSBA in Finance and Accounting from Northern Arizona University, and an AS in Civil Engineering from SUNY Westchester Community College.
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Charter Oak Financial
Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions we’re privileged to call clients. We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.