Helping to build and protect wealth
Dan Finkel has been a member of Savage and Associates since 1999. He helps clients build wealth by assisting with retirement savings, and protect that wealth with life, health, and disability insurance. He is focused on trying to keep investment fees and expenses low compared to others in his industry. Dan would like everyone to have a monthly savings goal leading up to retirement and a sustainable withdrawal rate in retirement. Those in retirement often seek help with Medicare plans and Medicare Supplement insurance with Dan.
Education
Dan is a graduate of Miami University, where he earned a Bachelor of Science degree in business.
Registrations
Securities Registered in AZ, CA, CO, FL, GA, IL, IN, KY, MA, ME, MI, NC, NM, NY, OH, SC, TX
Investment Advisor in CA, CO, FL, IN, KY, MI, OH, TX
Securities Registration Series 7 and 63
Securities Designations
AIF® Accredited Investment Fiduciary
LUTCF® (Life Underwriter Training Council Fellow)
ChFC® (Chartered Financial Consultant)
CFP® (Certified Financial Planner)
Personal
Dan enjoys cycling and rides in the MS Bike to the Bay almost every year to raise money to help fight MS. He is active in his neighborhood of the Old West End and was helpful in raising funds to produce the WGTE Public Television Documentary “Magic of the Old West End” (www.wgte.org/owe). Dan also enjoys riding motorcycles or going to live theater performances. He has a parrot named Ernie.
