Daniel Candura (CFP®)

Daniel Candura focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Dan Candura, CFP® provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the United States through in-person courses and webinars. As President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litigation support and forensic financial analysis services for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. In 2010, CFP Board named Dan as the CFP® Ambassador for the Boston area.

 

Dan appeared as a featured expert on the 2008 PBS documentary Retirement Revolution airing nationally. He has been profiled in The Journal of Financial Planning, Wealth Manager and Ticker. He has been quoted in USA Today, Investment News, The Journal of Financial Planning, Wealth Manager and other publications. A dynamic and engaging speaker, he presented hundreds of seminars and workshops across the country on topics ranging from the basics of financial planning to the future of quality within the financial services industry. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. He is also a member of

Additional Information

CFP Board Ambassador for Boston area
Nationally recognized speaker on Ethics
Photographer
Writer -http://pennytree.com/PennyTree/Blog/Blog.html

NAPFA Start Date

October 20, 2010

Industry Start Date

December 01, 1982

This Office

25 Braintree Hill Park Ste 200 Braintree, MA 02184-8796 Phone: (781) 930-3027 Fax: 480-247-4657

Other Offices

74 Fells Pond Rd Mashpee, MA 02649-4110 Phone: (781) 930-3027 Fax: (480) 247-4657