Daniel Joss (CFP®, CKA®, MBA, RLP)

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

  • Charitable Giving
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Upon retaining us, we take the time to listen and understand your current situation and help you define your future life goals. We help bring order to your financial life. We partner with you to help you achieve your best possible life. We hold you accountable to your goals. We provide objective guidance and bring the necessary resources to facilitate your financial decisions. 

Additional Information

Dan Joss MBA, CFP®, Registered Life Planner® is the founder of Joss Financial Group LLC with over 15 years experience in the industry.  He has been named "Top Financial Professional" in Northern Virginia Magazine each year since 2011 and has recently been named as one of the "Top Financial Planners" in Washingtonian.  Prior to founding Joss Financial Group, Dan was a founding partner of FJY Financial, a large financial planning and investment firm in Northern Virginia. 

NAPFA Start Date

June 03, 2015


This Office

1321 Jamestown Rd Ste 201 Williamsburg, VA 23185 Phone: (757) 903-2127

Other Offices

1765 Greensboro Station Pl Ste 900 McLean, VA 22102-3470 Phone: (571) 338-3586