What is the best advice you have ever received? Stop complaining and step up!
When you are not at the office, you can often be found doing what? Shell fishing for oysters near our home in Wellfleet on Cape Cod, gardening, hiking or biking with our friends, snorkeling in St. Thomas or St. John, keeping current with the news, or watching a great moving on Netflix!
What is your favorite quote and why? I have this quote very helpful when I am feeling resigned or stuck at different moments.
“Impossible is just a big word thrown around by small men who find it easier to live in the world they’ve been given than to explore the power they have to change it. Impossible is not a fact. It’s an opinion. Impossible is not a declaration. It’s a dare—a possibility.”-Muhammad Ali
What is your personal philosophy? From a historical perspective, we’re here for a very short time. Regardless of what life throws at you, you do have a choice about how you respond. For me, it’s better accepting “what’s so,” than living in a world of “shoulds” rooted in my past. I stay focused on the future I’m living into and continuously listen for what’s possible. My future is about creating, with others, a world of peace, freedom and abundance in every aspect of life.
The one thing I couldn’t live without is: the life I share with my dear, Harriet.
Disclosures: Securities offered through registered representatives of Great Point Capital LLC, a registered broker-dealer in Chicago, IL member FINRA, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of Great Point Capital LLC, which is otherwise unaffiliated with AFS and AFAS.
Dan joined Acorn Financial Advisory Services in 2013, to serve clients in the Boston area and New England. Previously, Dan worked as an independent financial advisor at his firm, Wellfleet Wealth Advisors, LLC. Prior to that, he worked as an Investment Adviser Representative at ING Financial Partners in Boston.
Dan holds a Bachelors of Arts degree in literature from Boston University. He also received his Certificate in Financial Planning from Boston University. Dan holds a Series 7 registration, a Massachusetts insurance license, and is registered with The Strategic Financial Alliance, Inc.
Prior to joining the financial service industry, Dan specialized in executive development, communication and coaching. His consulting experience included work in mainland China, giving him a global perspective and appreciation for other cultures.
Dan often spends personal time at his home in Wellfleet on Cape Cod. In addition to his two daughters, he has a passion for fishing, biking, meditation and exploring nature in New England.
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