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

MitchellWalsh

Mitchell
Walsh

Financial Planner

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JeffreyBearance

Jeffrey
Bearance

Director of Operations

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EmilyGasparovich

Emily
Gasparovich

Client Services and New Business Manager

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LaraKoundajian

Lara
Koundajian

Client Services & Operations Manager

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