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Top 30 financial advisors of 152 near 02740
Out of 400,000+ nationwide
Dan P
CFP®, CFA®
Fall River, MA
South Coast Planning & Wealth Management
South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.
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Top 30 financial advisors of 152 near 02740
Out of 400,000+ nationwide