Bio Dan Flanagan, CPA/PFS, CFP, AEP

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Dan Flanagan, CPA/PFS, CFP®, AEP®

Financial Adviser, Partner, Canby Financial Advisors, LLC

Phone: 508.598.1085
E-mail: dflanagan@canbyfinancial.com
Website: www.canbyfinancial.com
LinkedIn: www.linkedin.com/in/dan-flanagan-3647a41/

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 PLANNER™ professional and an Accredited Estate Planner®.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth.

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