Mr. Lane joined our firm after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years. Dan received a Bachelor of Arts (B.A.) from Cleveland State University in Finance and Economics. Professionally, Dan is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. He has also received his Accredited Asset Management SpecialistSM (AAMS®) and Chartered Retirement Planning CounselorSM (CRPC®) designations from The College for Financial Planning. In addition, Dan has earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College.
Dan is licensed to sell life insurance as well annuities in several states including the State of Ohio and is a Registered Representative (Series 7 and 66), Investment Adviser Representative and a Registered Options Principal (Series 4) through Cetera Advisor Networks LLC, a registered broker/dealer, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
Dan, a lifelong resident of the northeast Ohio area, currently lives in Willoughby.