Daniel Johnson
Financial Advisor
Dan works closely with his clients to develop customized financial plans that help them achieve their lifetime goals. With nearly a decade of experience in the financial services industry, he is passionate about the opportunity to bring a new perspective to a family or be a trusted advisor to the owner of a business.
Born and raised in Pittsburgh, Dan enlisted in the Army immediately following high school where he earned the honor of becoming an Army Special Forces Green Beret. Following five years of active-duty service, he earned his Bachelor's degree in Economics from the University of Pittsburgh and his Project Management Professional (PMP) Certification from the highly-acclaimed Project Management Institute. He currently lives in Cranberry Township with the love of his life, Abby, and their two sons.
Dan is a board member of the Cystic Fibrosis Foundation, and is passionate about adding tomorrows to those with the rare life-threatening disease. In his spare time, Dan enjoys studying, spending time with his family, bike riding, and projects around the house. Dan is an Investment Advisor Representative*, a Registered Representative, and a Licensed Agent of Life, Accident, and Health Insurance.
Certifications:
Series 7 securities licensed through NYLIFE Securities LLC.
Series 66 securities licensed through NYLIFE Securities LLC.
PA, OH, WV, MD, VA, FL Life, Accident, and Health Insurance licenses.