Daniel (Dan) Battyemail
Professional Story
Dan dedicates a significant amount of his time towards financial awareness through public seminars and employer financial wellness and education meetings.
In 1995, upon graduating from Penn State University, Dan immediately took the Series 7 exam becoming licensed and registered to help clients achieve their goals with financial instruments. Dan has been working for over 29 years in the field of planning and investments helping clients to achieve their financial goals. During his career, Dan has acquired several financial designations, including CFP®, ChFC®, CFBS, CFS®, CLTC.
Languages: English
Credentials: CFP®, ChFC®, CFBS, CFS, CLTC
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Military, Estate Planning, Financial Education, LGBTQ
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