Dan holds the Chartered Financial Consultant designation (ChFC) as well as Series 7 and Series 66 licenses, and has embarked on the arduous journey of obtaining the coveted CFA designation.
Dan started his career serving as a financial advisor for Waddell & Reed and Merrill Lynch. Over the last decade, Dan has also served as editor-in-chief for "theSource," a corporate newsletter aimed at employee education for investing and retirement planning.
His true passion is evaluating stocks and writing for various financial publishers. He's had more than 300 articles published on StreetAuthority, MoneyUnder30, Investopedia, Seeking Alpha, Morningstar, and more.
