Dan McGinnis
Financial Advisor @Carver Financial Services
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WORK HISTORY
Financial Advisor @Carver Financial Services
Mentor, OH, US
As a CERTIFIED FINANCIAL PLANNER™ professional, I joined Carver Financial Services in May 2018. To provide clients with the appropriate guidance and service, I stay current in the financial planning field through rigorous continuing education required for my CFP® designation.CFP®, CERTIFIED FINANCIAL PLANNER™ and Certified Financial Planner Board of Standards, Inc, owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
EDUCATION
Kent State University
Bachelor of Business Administration, Finance and Economics
ABOUT DAN MCGINNIS
With over 10 years of experience in the financial services industry, I am a dedicated and client-focused financial advisor who specializes in retirement planning. I hold the CFP® designation, which demonstrates my commitment to high ethical standards, rigorous continuing education, and comprehensive financial planning. I joined Carver Financial Services, an independent registered investment advisor, in 2018 to provide clients with the appropriate guidance and service that aligns with their goals and values.As a financial advisor at Carver Financial Services, I work with individuals and businesses to develop holistic financial and investment strategies that suit their needs and preferences. I leverage my expertise in helping companies manage and optimize their retirement plans and fulfill their fiduciary obligation. I also work with a broad array of plans, including 401(k), 403(b), 457(f), 457(j), Defined Benefit Plans, and Non-Qualified Deferred Compensation Plans. I use my skills in financial planning, retirement planning, and investments to provide every client with targeted and personalized financial advice and portfolio management.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Carver Financial Services is an independent registered investment advisor. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Carver Financial Services. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.
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