As a client relationship manager for Ariba Asset Management, Dan Federman, CFP® is involved in all aspects of integrated wealth management, including client meetings, financial planning analysis, retirement and estate planning, and investment management, including portfolio design and implementation.
Originally from the Boston, MA area, 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 adviser for nearly a decade in the DC/Metro area and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of the Financial Planning Association (FPA) National Capital Area and an affiliate member of the CFA Institute of Washington, DC. Outside of work, he enjoys exercising at the gym, skiing and hiking the mountains in Sun Valley, Idaho, practicing Bikram Yoga, and competing in doubles leagues in the United States Tennis Association (USTA).
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.
