Dan Safranek

Dan Safranek

Principal Financial Advisor

Dan Safranek is a highly experienced financial advisor with nearly 40 years of expertise, specializing in retirement planning for educators and their families. His deep industry knowledge and personalized approach empower clients to confidently navigate their financial futures.

While his primary focus is on educators, Dan’s comprehensive financial strategies benefit individuals from all backgrounds. He sincerely thanks his clients for their trust and loyalty during his transition to his new family office and remains committed to guiding them through every stage of financial planning as a trusted partner in their long-term financial security.