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Dan Mchugh Cpa Cfp

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Dan Mchugh Cpa Cfp

Vice President/ Financial Adviser | Advance Capital Management, Inc.

Troy, Michigan, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Dan Mchugh Cpa Cfp

Work Experience

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Vice President/ Financial Adviser at

Advance Capital Management, Inc.

May 2010 - Present

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Vice President at

Advance Capital Management

May 2010 - Present

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Treasurer at

Quest Charter Academy

March 2009 - November 2013

💼

Owner at

Academy Financial Svcs Llc.

June 2007 - October 2014

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Treasurer at

Quest Charter Academy

March 2009 - November 2013

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Accountant at

Uhy Advisors

January 2008 - May 2010

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Owner at

Academy Financial

June 2007 - October 2014

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Accountant at

Uhy LLP

January 2008 - May 2010

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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

mail

*******@acadviser.com

*******@acfunds.com

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