Dan Saladino, CFP®
Wealth Advisor
Designations and Licenses
Dan is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Dan provides personalized financial solutions including wealth management, tax and estate planning and investment strategies based on each client’s needs and objectives. He also has experience in client service where he serves as a daily contact for the firm’s clients, assisting with the team’s administrative needs and providing support on a variety of projects.
Dan has a bachelor’s degree in finance from the University of Illinois at Urbana-Champaign.
Personal Interests
Away from the office, Dan likes to play golf, basketball, guitar and dabble in drone photography.
Dan’s Office
Insights
Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate
August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending
July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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