Cfp® Dan Federman

Dan Federman, CFP®, has extensive experience in the field of financial planning. Dan began their career in 1998 as an International Business liaison for the NASA Center for Aerospace Information. In this role, they served as a liaison between NASA and foreign research partners, acquired foreign scientific and technical research, developed proposals, and facilitated information-sharing programs.

In 2000, Dan transitioned to the financial planning industry and served as a Senior Financial Planner at Ariba Asset Management until 2016. Dan then joined Westbourne Investments as a Senior Financial Planner, where they assessed the financial needs and goals of individuals and families, provided guidance on investments, tax laws, insurance, estate and retirement planning, and matched clients' assets to their needs, goals, and risk tolerance.

From 2016 to 2021, Dan worked as a Wealth Advisor at NewFocus Financial Group, continuing to provide comprehensive financial planning services to clients.

Most recently, Dan joined EP Wealth Advisors in 2021 as Vice President. In this capacity, they continue to assess clients' financial needs and goals, helping them with investments, tax laws, cash flow planning, insurance, estate planning, and retirement planning decisions. Dan collaborates with a team of financial planners and portfolio managers to invest clients' assets and ensure they align with their needs, goals, risk tolerance, and time horizon.

Throughout their career, Dan Federman has demonstrated a strong commitment to assisting individuals and families in achieving their financial objectives.

Dan Federman, CFP®, has a diverse education history in the field of financial planning. In 2008, they completed an Executive Certificate in Financial Planning from the Georgetown University Center. Prior to that, from 1993 to 1997, they pursued a Bachelor of Science degree in International Business at the University of Maryland. Furthermore, they obtained their high school education from Westborough High School between 1989 and 1993. Dan Federman has also earned additional certifications, including the DACFP Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals in July 2021. Currently, they hold the CERTIFIED FINANCIAL PLANNER (TM) designation from the CFP BOARD, although the specific month and year of obtaining this certification are not provided.