Broker Check

Daniel R. Gardner, CFP®

Financial Planner

Dan Gardner is a Financial Planner with Michigan Financial Companies-Rochester Wealth Management. Dan has built his practice around putting his clients’ interests first. As a speaker for the Office of Planned Giving, Dan provides financial education for Oakland University faculty and staff. 

EDUCATION

Oakland University - 1995
    -Bachelors Degree in Business

MEMBERSHIPS & AFFILIATIONS

  • Certified Financial Planner Board of Standards
  • NAIFA
  • The Financial Planning Association
  • Oakland University Alumni Association

PERSONAL DATA

Dan currently resides in Rochester Hills with his wife, Amy, and their three children Kate, Drew and Aubrey.

Meet My Team

Mitchell<br/>Walsh

Mitchell
Walsh

Financial Planner

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Jeffrey<br/>Bearance

Jeffrey
Bearance

Office Manager

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Emily<br/>Gasparovich

Emily
Gasparovich

Client Services and New Business Manager

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Lara<br/>Koundajian

Lara
Koundajian

Client Services & Operations Manager

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