Dan collaborates with clients to determine and implement customized wealth planning and portfolio management strategies intended to reduce unnecessary risks and improve financial outcomes. Dan brings over twenty years of financial planning experience to Beaumont, including twelve years as a Financial Consultant at Fidelity Investments. Dan holds both the Certified Financial Planner® and Chartered Financial Consultant® designations and earned his BA in economics from the University of Massachusetts, Amherst. He lives in Northborough with his wife Jennifer and their children, Owen and Kaitlyn.