If you have questions or concerns about how your 401(k) plan works, Daniel will be there for you. As one of Favia Group’s resident retirement plan experts, he helps business owners and individuals set a course for success utilizing their retirement plans. His duties include serving as the primary contact for plan sponsors, consulting on plan design, and ensuring plan sponsors meet their fiduciary responsibility.
As a 2009 graduate of the University of Pittsburgh, Dan currently holds the FINRA Series 6 (Investment Company and Variable Contracts) and 63 (Uniform Securities Agent State Law) Licenses, as well as ASPPA CPFA Certification. He is actively pursuing the ASPAA CPC license and looks to continue his industry education. He brings more than eight years of retirement planning experience to Favia Group. Dan does not offer Securities or Investment Advisory Services.
Dan enjoys time with family and friends and has a passion for adventure. He has already been to Europe and Asia with plans to travel to every continent! Locally, he satisfies his appetite for adventure by visiting new restaurants in the area.