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Financial Adviser, Partner,
Canby Financial Advisors, LLC
Dan Flanagan brings more than 20 years of financial planning, wealth management and accounting experience to his role as partner and financial adviser at Canby. His unique combination of investment, financial planning and tax experience has great appeal among the entrepreneurs and executives who are his typical clients.
Dan began his career as a CPA handling audit and tax compliance work for closely held companies and their shareholders. During this time he earned his master's degree in financial planning from Bentley University. He began his advisory practice in 2000, and joined Canby Financial in 2014. In addition to his CPA/PFS certifications, Dan is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and an Accredited Estate PlannerÂ®.
Securities and advisory services offered through Commonwealth Financial NetworkÂ®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth.
To understand, you need to know a few bond basics. Here's a primer on how bonds work, and how disruptive events like the coronavirus and falling interest rates can affect their performance.
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