Dan Pinheiro (CAIA, CFA, CFP®, CPWA®)

Dan Pinheiro focuses in the
following client markets or areas of practice:

Baby Boomers

High Net Worth Client Needs

Middle Income Client Needs

Millennials

Retirement Planning & Distribution Rules

Planning Specialties

Financial Planning, Investment Management, Retirement Planning, Risk Management, Estate Planning, College Planning, Cash Flow & Budgeting.

Additional Information

Dan has nearly 20 years of investment & financial planning experience working with individuals, institutions, endowments, and foundations. Daniel’s investment experience & financial planning expertise allows him to get results for both clients who are just getting started on their financial journeys and those with very complex situations.

“By working with a select number of clients on a long-term basis, I can focus on your financial future and meeting your goals while making a meaningful impact. Whether it's retirement planning, saving for college or a first home—I’m dedicated to helping my clients achieve their goals and avoid costly mistakes.”