Daniel R. Gardner, CFP®

Executive Director of Financial Planning

248-663-4733
248-827-7378
dgardner@michfinancial.com

Dan Gardner is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

As a financial associate he is qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to pursue their financial goals.

Education

Oakland University, 1995
- Bachelor’s Degree in Business

Professional Registrations & Designations

Life, Accident & Health
Series 7
Series 66
CFP®
ChFC

Memberships & Affiliations

Certified Financial Planner Board of Standards
NAIFA
The Financial Planning Association
Oakland University Alumni Association

Personal Data

Dan currently resides in Rochester Hills with his wife, Amy, and their three children.