Daniel Mahoney (CFP®, MBA)
Daniel Mahoney focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
After more than 20 years in the financial services industry, I know that fee-only financial advice, delivered by an expert, can meaningfully improve most families' lives. Unfortunately, this kind of high quality, individualized advice has historically been restricted to only the wealthiest families. I built True Square Financial around the idea that technology now makes it possible to deliver highly customized financial advice to a larger number of families at a reasonable cost.
I advise my clients across all areas of their financial lives:
- Investments
- Tax minimization
- Real estate
- Mortgages
- Insurance and annuities
- Education planning and funding (college and private school)
- Student loans
- Retirement planning
- Estate planning and trusts
Additional Information
I earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia. I have worked in financial services since 2001.
NAPFA Start Date
May 04, 2017
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