Friday, May 21, 2010
How to Choose a Financial Planner
click on the link to read a short article in the Wall St. Journal on "How to Choose a Financial Planner."
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Dan Federman, CFP®
Have a question about your financial future? Call me at 1-800-808-7488 x101 or write to dfederman@aribaasset.com
About Me
- Diversify Your Wealth
- As a personal wealth manager Dan helps clients accumulate, preserve and pass on their wealth through financial planning and asset allocation strategies. Originally from Massachusetts, Dan earned a Bachelor of Science degree in International Business at the University of Maryland, College Park in 1997 and an Executive Certificate in Financial Planning from Georgetown University in 2008. Dan has been working as an investment advisor representative with Ariba for 15 years and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of the Financial Planning Association (FPA). When he is not working, Dan enjoys spending time outdoors with his family—hiking, running, skiing, and playing tennis. Dan resides in the San Francisco Bay Area with his wife Jennifer and son Alexander.
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