Daniel Ryan (CFP®)

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

  • Business Owners
  • Entrepreneurs
  • Generation X
  • High Net Worth Client Needs
  • Millennials
  • Tax Planning

Planning Specialties

As a member of the XY Planning Network, Sincerus is particularly adept at serving Generation X and Y individuals that are achieving high career growth. The firm caters to a psychographic of lifelong learners that want to be engaged in their financial affairs but need the added value of expertise and time-saving service. Sound financial advice paired with the ease of curated technology solutions will define the Sincerus client experience.

Additional Information

Dann has more than a decade providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients.

NAPFA Start Date

March 20, 2019


This Office

99 Wall St. #185 New York, NY 10005 Phone: (212) 203-7376