Dan Otto, CFP®
Kennett Square, PA
Dan takes a holistic approach to his business – looking at an individual’s entire financial picture, not just one aspect. He has extensive experience working with employees of public education, helping them understand how their pension decisions impact the rest of their financial picture. This area is near and dear to his heart as Dan’s father retired from public education with over 30 years of service. He has seen first hand the positives impacts that a strong investment plan can have on those that spent their careers helping others.
Dan holds a BS in Finance from Penn State’s Smeal College of Business. He lives with his wife and two sons in Kennett Square, Pennsylvania. Besides watching Penn State football, they enjoy running, cooking, and spending time at the beach.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirement.