What is Dan Federman email address?

Dan Federman's primary email address is *********@epwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dan Federman work for?

Dan Federman is a Vice President at EP Wealth Advisors.

Where Dan Federman graduated from?

Dan Federman holds a degree in null from University of Maryland.

How can I directly contact Dan Federman?

To contact Dan Federman directly, you can use the email address *********@epwealth.com. Complete contact information is available upon registration with Muraena.

Who is Dan Federman?

Dan Federman is a highly experienced financial advisor specializing in investment strategies, tax planning, and retirement solutions. Based in Tiburon, California, he has a strong background in assessing the financial needs and goals of individuals and families. With a career spanning over two decades, Dan has honed his skills in cash flow management and risk assessment, ensuring clients are well-prepared for both short-term and long-term financial objectives. He currently serves as Vice President at EP Wealth Advisors, where he collaborates with a dedicated team of financial planners and portfolio managers. Dan's educational credentials include a BS from the University of Maryland and an Executive Certificate in Financial Planning from Georgetown University. His approach emphasizes not only wealth accumulation but also the tax-efficient transfer of assets to future generations and charitable causes. He is committed to providing tailored financial solutions that align with his clients' unique circumstances and aspirations.