Focus Partners Wealth
Dan Kean currently serves as Manager of the Advisory Leadership Team at Focus Partners Wealth, following the merger of Buckingham Strategic Wealth and The Colony Group in June 2024. Previously, Dan held the same title at Buckingham Strategic Wealth, where responsibilities included acting in the best interests of clients through wealth management. Dan's experience includes roles as Investment Advisor Representative and Portfolio Strategist at Madrona Financial Services, as well as a Financial Associate position at Thrivent Financial for Lutherans. Dan's leadership skills were evidenced as President of Sigma Phi Epsilon, where strategic planning and community engagement were emphasized. Dan earned a Bachelor’s Degree in Economics, with a specialization in International Issues and a minor in Management from UC Irvine.
This person is not in any teams
Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.