Dan Swede Hanley
Partner & Wealth Manager at Princeton Global | CFP®, CDFA ®, Advisor for Women™
- Role
- Partner & Wealth Manager at Princeton Global
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Dan Swede Hanley
As a CERTIFIED FINANCIAL PLANNER™, I\'m here to empower you to build a secure and thriving financial future, on your own terms. Together, we\'ll navigate the complexities of wealth management with clarity and confidence, ensuring your financial plan reflects your unique aspirations and values. Let\'s work collaboratively to achieve your goals and create the lasting financial well-being you deserve.
Experience
Partner & Wealth Manager
Jan 2023 — Present · Princeton, NJ, US
Education
Nassau Community College
Associate of Science - AS, Pre-Medicine/Pre-Medical Studies
Hofstra University
Bachelor of Arts - BA, Industrial and Organizational Psychology
Skills
- Financial Advisory
- Market Risk
- 401k
- Asset Management
- 401k Rollovers
- Tax-Efficient Strategies
- Deferred Compensation Plans
- Equities
- Etfs
- Insurance
- Business Owner Planning
- Asset Allocation
- Wealth Management Services
- Bonds
- Retirement Planning
- Investment Strategies
- Alternative Investments
- Equity Trading
- Business-Succession Planning
- Wealth Preservation Planning
- Emerging Markets
- Analysis
- Sales Research
- Electronic Trading
- Multigenerational Wealth Planning
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