Dolphin Financial Group Clearwater, FL
Meet The Team
Good advice delivers peace of mind
As an investment advisor representative, Dan is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. Dan is dually licensed as an Investment Advisor Representative and an Insurance Agent which allows him to utilize a variety of tools and strategies to assist people.
The team members listed as "Strategic Partners" are not employed or compensated by Dolphin Financial Group. Strategic Partners are affiliated with Dolphin Financial Group as outside resources working to provide services in coordination with Dolphin Financial Group on a case by case basis. Separate privacy disclosures and agreements are provided prior to any information being shared with a Strategic Partner.