Dan is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Dan was a Financial Advisor at Black Point Wealth Management. He has more than 15 years of financial services experience, having previously served as a Financial Advisor at Wells Fargo. Dan holds the Chartered Retirement Planning Counselor (CRPC) designation.
Dan holds a Bachelor of Science in Business Administration from the University of Rhode Island.
