meet the team

CFP

Daniel Ballister

Dan is a CERTIFIED FINANCIAL PLANNER PROFESSIONAL since August of 2016, and has been serving his clients in the industry since 2008. With a Bachelor’s in Mechanical Engineering from Villanova University and as a second generation CFP®, he holds his series 6, 63, 7, and 65 licenses. Serving as an investment advisor representative, Dan holds a fiduciary responsibility to all of his clients, obligated to putting their needs before his own. If you ask him, a law is not required to make this the methodology behind his practice. He learned from the very beginning – “you take care of your client, your pocket takes care of itself” – taught by his father, a CFP® since 2001, who officially retired in 2016.

Dan focuses on all aspects of your financial picture. This includes everything from helping lay out your financial plan, managing your family’s finances on an ongoing basis, protecting your wealth, and using insurance protection to prevent an unforeseen circumstance from causing financial disruption. Everyone’s plan is different. The tools installed in your plan may be different than your neighbor’s. A little creative financial guidance goes a long way in helping you navigate towards your goals. Remember, it’s not an overnight process. “25 rocks a day” will get you there. When not coaching his clients, Dan is coaching the youth of today in football, baseball, and basketball. He enjoys golfing on a warm day, exercising to stay healthy, and soaking up as much family time as he can.