Dan Brady is a Senior Financial Planner and Partner at Planning Capital Management. His primary focus is working directly with clients and managing the business operations of Planning Capital.
Dan holds a Registered Investment Adviser license (Series 65), is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), and has an MBA in Finance from Saint Joseph’s University. As a chairperson on the board of the Philadelphia Tri-State Financial Planning Association, Dan is responsible for the educational events and content for other financial planners in the area.
Dan joined the Planning Capital team in August 2013 as an associate financial planner. Prior to joining Planning Capital Management, Dan was a financial planning consultant and manager at eMoney Advisor for 4 years.
Dan has been a panelist, speaker, and presenter at both national conferences and regional/local events. The topics have ranged from technology and the younger generation to common mishaps in financial planning. He continues these efforts on an ongoing basis by writing quarterly market commentary for the clients of Planning Capital Management.
Dan lives in Berwyn, Pennsylvania with his wife, Chelsea, and dog, Larry. He is a member of Waynesborough Country Club and Delaware County Field and Stream Association. When he is not meeting with clients, Dan enjoys spending time with friends and family, golfing, playing sports, and traveling.