Daniel A. Bullard
Founder, Bullard Financial Group Inc.
- Role
- Founder at Sound Generational Wealth
- Location
- Branford, CT, US
- LinkedIn followers
- 500 followers
About Daniel A. Bullard
A graduate of Deerfield Academy and Yale University, Dan established his own financial…
Experience
Founder
Oct 1969 — Present
Bullard Financial specializes in estate and retirement planning for owners and executives of small businesses. We believe a business advisory role is the best way to help you manage the assets earned over a lifetime, and is far better than focusing on \"products\" to sell.We\'re not interested in providing meaningless quotes or using financial templates that don\'t suit your situation.Our plans are tailored to fit the needs of individual clients. We listen, and then ask the right questions to discover your goals for family, partners and employees.
Education
The American College of Financial Services
Chartered Life Underwriter, Chartered Financial Consultant
1975 — 1984
Deerfield Academy
High School Diploma
1955 — 1959
Yale University
Bachelor of Arts (B.A.), American/United States Studies/Civilization
1959 — 1963
Skills
- Series 63
- Leadership
- Investment Advisory
- Marketing Strategy
- Chartered Financial Consultant
- Wealth Preservation Planning
- Investment Advisor Representative
- Entrepreneurship
- Financial Services
- New Business Development
- Sales
- Mergers & Acquisitions
- Research
- Strategy
- Chartered Life Underwriter
- Management Consulting
- Annuity Sales
- College Savings Plans
- Variable Annuities
- Marketing
- Investments
- Series 24
- Estate Tax Planning
- Customer Service
- Life Insurance
- Public Speaking
- Series 1
- Investment Advisory Services
- Financial Advisory
- Strategic Planning
- Whole Life Insurance
- Business Continuity
- Universal Life
- Retirement Planning
- Small Business
- Indexed Annuities
- Financial Planning
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