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Dan Mchugh Cpa Cfp
Dan Mchugh Cpa Cfp
Vice President/ Financial Adviser | Advance Capital Management, Inc.
Troy, Michigan, United States
Dan Mchugh Cpa Cfp
Summary
Dan Mchugh is a seasoned financial adviser with over two decades of experience in the finance industry, currently serving as the Vice President at Advance Capital Management. His expertise spans a wide range of financial services, including retirement planning, investment advisory, and tax preparation. Dan is a CERTIFIED FINANCIAL PLANNER (CFP) and a licensed Certified Public Accountant (CPA), which enhances his ability to provide comprehensive financial guidance. He emphasizes building long-term relationships with clients to help them achieve their financial goals. Dan's approach is client-centric, focusing on understanding individual needs rather than pushing products. He has also served on the board of directors for a charter school, showcasing his commitment to community involvement. Dan is based in Troy, Michigan, and is dedicated to making financial well-being a priority for all his clients.
Dan Mchugh Cpa Cfp
Work Experience
Vice President/ Financial Adviser at
Advance Capital Management, Inc.
May 2010 - Present
Vice President at
Advance Capital Management
May 2010 - Present
Treasurer at
Quest Charter Academy
March 2009 - November 2013
Owner at
Academy Financial Svcs Llc.
June 2007 - October 2014
Treasurer at
Quest Charter Academy
March 2009 - November 2013
Accountant at
Uhy Advisors
January 2008 - May 2010
Owner at
Academy Financial
June 2007 - October 2014
Accountant at
Uhy LLP
January 2008 - May 2010
Dan Mchugh Cpa Cfp
Education
Western Michigan University, BA
January 2003 - January 2007
Western Michigan University, Ba
January 2003 - January 2007
Walled lake Central
Frequently Asked Questions about Dan Mchugh Cpa Cfp
What is Dan Mchugh Cpa Cfp email address?
Dan Mchugh Cpa Cfp's primary email address is *******@acadviser.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Dan Mchugh Cpa Cfp work for?
Dan Mchugh Cpa Cfp is a Vice President/ Financial Adviser at Advance Capital Management, Inc., a company specializing in Monetary Authorities-Central Bank.
Where Dan Mchugh Cpa Cfp graduated from?
Dan Mchugh Cpa Cfp holds a degree in Accountancy and Finance from Western Michigan University.
How can I directly contact Dan Mchugh Cpa Cfp?
To contact Dan Mchugh Cpa Cfp directly, you can use the email address *******@acadviser.com. Complete contact information is available upon registration with Muraena.
Who is Dan Mchugh Cpa Cfp?
Dan Mchugh is a seasoned financial adviser with over two decades of experience in the finance industry, currently serving as the Vice President at Advance Capital Management. His expertise spans a wide range of financial services, including retirement planning, investment advisory, and tax preparation. Dan is a CERTIFIED FINANCIAL PLANNER (CFP) and a licensed Certified Public Accountant (CPA), which enhances his ability to provide comprehensive financial guidance. He emphasizes building long-term relationships with clients to help them achieve their financial goals. Dan's approach is client-centric, focusing on understanding individual needs rather than pushing products. He has also served on the board of directors for a charter school, showcasing his commitment to community involvement. Dan is based in Troy, Michigan, and is dedicated to making financial well-being a priority for all his clients.
Dan`s contact details
*******@acadviser.com
*******@acfunds.com
Colleagues
Vice President, Financial Adviser
Financial Adviser - Senior Vice President
Vice President - Financial Planner
Chief Executive Officer
Chief Operations Officer
President & Chief Investment Officer
Sr Vice President - Financial Adviser
VP-Finance
Sr. Vice President-Financial Adviser
Chief Revenue Officer (CRO)