Dan Klonowski
💖 💵 Community-Minded Financial Wellness Planner, supporting Households and 501c3’s. 📊 👨🏽🏫 K-12 Math Professional Background ⚽️🏀 Elite Referee and Student-Athlete Advocate
- Role
- Financial Advisor at Thrivent
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Dan Klonowski
CURRENTLY REGISTERED to assist residents of TX, OK, AR, MN, IL, NC, NY I…
Experience
Financial Advisor
Mar 2023 — Present · Dallas-Fort Worth, TX, US
I meet one-on-one with individuals, families, small businesses and non-profits. I seek first to understand your comprehensive financial picture, as well as future goals. I ask:\"what would you like your money to accomplish for you?\"**Drawing from my background as a math teacher, my aim is to empower you with a greater understanding of the personal / business finance world, so that you can take confident and intentional action.**Via the Thrivent brand, I create personal financial plans which may include-Life insurance (Term or Cash Value) and Annuities-Investment solutions (including short / long term retirement planning, children’s / education savings, and/or building towards future large purchases)-Tax-efficient wealth management (including tax-advantaged legacy strategies, benefitting your heirs and the community institutions that matter to you)-On-demand financial advice. My \"office\" phone rings in my pocket. No 1-800 phone tree.
Education
University of Chicago Laboratory Schools
High School Diploma
Macalester College
Bachelor of Arts - BA, Evolutionary Biology
Johns Hopkins University School of Education
Master of Science - MS, Elementary and Special Education
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