Dan McGinnis is a CERTIFIED FINANCIAL PLANNER™ with a comprehensive financial planning and investment management background. He is running the firm’s Investment Committee and works closely with families and business owners to develop customized financial solutions based on their unique goals and aspirations. Dan also takes on the responsibility of overseeing employer-sponsored retirement plans for businesses and nonprofit organizations.
His primary mission is to provide each of his clients with tailored and personalized financial advice, ensuring that their specific financial objectives are met. Dan’s experience as a financial advisor includes working at Wells Fargo Advisors, where he assisted clients with complex business succession and estate planning and provided guidance on making informed investment decisions. He worked with a broad array of corporate plans including 401(k), 403(b), 457(f), 457(j), Defined Benefit Plans, and Non-Qualified Deferred Compensation Plans.
To maintain the highest standard of care for his clients, Dan stays current in the financial planning field through continuous education, as required for his CERTIFIED FINANCIAL PLANNER™ certification. In addition to this certification, he holds a Series 7 license, a Series 66 license, and an Ohio Life and Health Insurance license, demonstrating his comprehensive financial expertise.
Beyond his professional life, Dan is actively involved in his local community, volunteering with various nonprofit organizations. He also values spending quality time with his family and friends. As a lifelong resident of Cleveland, he has a deep-rooted love for the city’s professional sports teams. Dan attended St. Ignatius High School and holds a business degree in finance and economics from Kent State University. He, along with his wife Suzanne, resides in Moreland Hills with their children Carmen, Channing, and Adelaide. They lead a healthy and active lifestyle, enjoy traveling, and seek new adventures.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.