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.