Dan is a partner at VLP Financial Advisors and has been active in the profession for over 20 years and has developed a unique ability to talk honestly and directly to his clients, helping guide them past their short-term worries and encouraging them to focus on their bigger financial picture. His approach has resulted in long-term client relationships that are built on a foundation of trust and understanding.
Dan works with individuals and families to help them create and pursue their financial goals. He advises clients on their investments, retirement, insurance, and estate planning needs. He also works with small businesses to help them navigate their employer sponsored retirement plans and understand their succession options and insurance needs.
Dan is a passionate advocate for the financial planning profession and was the 2016 president of the Financial Planning Association National Capital Area Chapter which is a group dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Dan serves on the George Mason University Alumni Association board, the GMU CHSS alumni board as President and the Chair-elect of the GMU Financial Planning and Wealth Management advisory board.
Dan’s Professional Credentials:
- Certified Financial Planner™
- Accredited Investment Fiduciary™
- Licensed for Life, Disability, and Health Insurance
Dan has been named one of Northern Virginia Magazine’s Top Financial Professionals for the last ten years as well as being named one of Washingtonian Magazine’s Top Financial Advisors for the past nine years.
Getting to Know Dan
A lifelong resident of Northern Virginia, Dan resides in Fairfax with his wife, their two children, two cats and one dog. Dan is a certified high school basketball referee and has been officiating basketball games at the high school level for the past six years.
If Dan could meet anyone past or present it would be: Both of his Grandfathers who passed away when he was very young.
Place Dan would most like to visit: New Zealand
Favorite Book: The E-Myth
Favorite Movie: Star Wars (all of them)
Favorite Food: Anything Thai
Favorite Quote: “Treat others the same way you want them to treat you.”
Favorite Holiday: Christmas
Hidden Talent: Not a bad 3-point shooter.
What Motivates Dan: Helping others
Something on Dan’s Bucket List: Visiting New Zealand
Dan’s Biggest Accomplishment: His two children
To compile the list of Top Financial Professionals, Northern Virginia Magazine sent surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals to whom they would refer family and friends. Those on the listing received the most nominations. Although some Top Financial Professional winners choose to advertise in the magazine, they cannot pay to be included on the list. The listing and the advertising section are separate entities. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.
The Washingtonian Magazine’s list of good financial advisers includes both those marked by a “best adviser” badge, as well as top wealth advisers at local banks. The process to determine each set of names differed. To arrive at the names of the area’s 201 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag—Washingtonian Magazine distributed surveys to hundreds of people who work in the local financial industry, and asked them whom they would trust with their own money. They also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations. No fees were paid in exchange for inclusion in this list. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.