Dan Treacy is a highly skilled and passionate Financial Advisor who focuses on providing creative strategies designed to help his clients achieve financial freedom. He graduated with a degree in Human Biology & Chemistry and initially wanted to become a doctor, until he discovered his passion for helping people achieve financial health and wealth through financial planning.
Dan began his career working with divorce attorneys analyzing their client’s retirement assets, pensions, and drafting QDROs. In 2015, Dan obtained his Series 7, Series 66 FINRA registrations, and Life Accident & Health Insurance license to focus on helping clients accomplish their financial goals. He earned a Retirement Planning Specialist** title based on a certificate in retirement planning from the prestigious Wharton Business School in 2019 and his FINRA Series 24 in 2020, which led to his promotion to Vice President with his broker-dealer, Equitable Advisors.
Dan takes a holistic approach to financial planning, listening carefully to his clients’, understanding their situation and goals, and analyzing all aspects of their financial picture. He strives to educate his clients and empower them to make informed financial decisions.
Dan is a dedicated, knowledgeable, and caring financial advisor who is committed to continuing his education and sharing his capabilities. His clients can rest assured that they are in good hands with a trusted and skilled professional.
**Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania.
CA Insurance License #4031758