Charter Oak Financial
Dan Zuccarini, CLU, ChFC®, serves as a Financial Professional at Charter Oak Financial since April 2011, providing comprehensive financial needs analysis and expertise in areas such as retirement planning, estate strategies, employee benefits, business continuation, and trust services. Additionally, Dan co-founded Swish Hoop, recognized as a leading basketball training system and honored as a Top 50 innovative sports startup by HYPE Sports Innovation in 2018. Previously, Dan held the position of Wealth Management Advisor at Northwestern Mutual from August 1990 to 2010. Dan completed education at Salve Regina University from 1984 to 1987.
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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.