KB Financial Companies
Dan is responsible for the execution and delivery of the firm’s insurance and financial planning services to its clients. He has broad experience in sophisticated insurance case design, retirement planning, executive equity compensation and philanthropic planning.
Prior to joining KB Financial, Dan was a management consultant for an international firm where he focused on mergers and acquisitions and corporate strategic planning. Dan, a Certified Financial Planner (CFP®), completed his MBA in Finance at Rutgers University and received an undergraduate degree from Lehigh University.
This person is not in any offices
KB Financial Companies
KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of their senior personnel have over 25 years of experience. This extensive experience, combined with their integrated approach, increases their ability to add significant value to high net worth families, entrepreneurs and key stakeholders. With roots dating back to 1983, KB Financial Companies fields a team of professionals in financial, tax and estate planning, insurance solutions, investment banking, wealth management and family enterprise management.