Dan Campana, CF2

About Dan Campana

Dan is a ‘Certified Financial Fiduciary’ and a nationally-recognized financial advisor with over 20 years’ experience. Dan believes that risk management is the most important aspect of financial planning. Managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money, recognizing that losses hurt you more than gains help you.
 
Dan is passionate about his clients’ financial education. He finds it deeply rewarding to take the complexities of a family’s finances and translate those issues into something clear and understandable so they can make solid, risk-free retirement planning decisions. It’s important that his clients understand what their money needs to do to accomplish their financial goals first, then implement a sound and secure plan.
 
Additionally, Dan is an author, speaker, and educator. He has appeared on a number of media publications and media networks.
 
Dan’s life is about commitment – his commitment to professional and personal development and his commitment to others. In his spare time, he enjoys spending time with family; snow skiing, water sports, traveling and attending sporting events. He attributes his success to the fact that the foundation of his practice is based on honesty, integrity and always doing what is in the best for his clients.
 
Dan can be reached at 408.206.7665 or through his website at: https://www.simplifiedretirementstrategy.com