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Dan Loberg, AFC®

Dan Loberg, AFC®

Financial Advisor

For almost two decades, Dan’s been working in the financial sector.  After an award-winning 15-year corporate career helping manage funds for large retail and financial institution clients, Dan left the corporate environment to pursue helping small business owners as a coach and consultant.  Knowing there is more to life than work, Dan discovered that there was a greater need to serve others working with their Financial Life Plans℠ rather than working on their business plans.

Specializing in working with Gen X and Gen Y clients who want more than just investment returns and performance discussions from their advisor, Dan combines financial industry best-practices with holistic, whole life well-being concepts from positive psychology and leadership studies to create a Financial Life Plan℠ for his clients.

“It's important to remember that successful planning, especially Life Planning, isn't an event, it’s a process.  Many people like you and I think that they don’t need to start that process until they’re closer to retirement but waiting could be costly.  Starting the process earlier not only increases the ability to adjust as needed given more time, but also allows for setting and achieving goals now in order to live a life by design (instead of waiting for retirement by default) - a key difference between Life Planning, and retirement planning."