Graduating from Franklin and Marshall College in 2012 with a major in Mathematics and a minor in Economics, Dan has spent over a decade in the financial services industry. Earning his CFP® certification in 2019, Dan has demonstrated a comprehensive understanding of the complex decisions that clients face throughout their financial lives. Dan applies a holistic approach to financial planning, recognizing that a deep understanding of clients’ personal ambitions is as important as understanding their finances to give proper guidance. Dan lives in Wayne, PA, with his wife, daughter, dog, and two cats. In his personal time, Dan enjoys travelling, playing soccer, biking, and giving back to his community.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
