our office locations
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Series 65 License
Life & Health License
Dan brings a unique perspective to financial planning, combining executive-level business acumen with a passion for helping others achieve their financial goals. As a former Comcast executive, Dan understands the complexities of corporate America and leverages this insight to provide comprehensive financial guidance to his clients. His transition from corporate leadership to financial planning was driven by his desire to make a meaningful impact in people's lives through financial education and personalized planning strategies.
With a Master's Degree in Business from the University of Denver, specializing in Finance and Operations, Dan possesses a deep understanding of financial markets and operational efficiency. This advanced education, combined with his real-world executive experience, enables him to offer clients sophisticated financial solutions while maintaining clarity and accessibility in his approach.
Dan's expertise spans both corporate and personal finance, allowing him to serve clients with varied backgrounds and objectives. His commitment to financial education stems from his belief that informed clients make better decisions about their financial futures. Whether working with individuals planning for retirement or professionals navigating their peak earning years, Dan provides strategic guidance rooted in both academic knowledge and practical experience.
Dan embraces life's adventures with his wife, splitting time between their primary residence in New Hampshire and their cherished home in Colorado. An outdoor enthusiast, he finds joy and renewal in the mountains, whether fly fishing, hiking trails or simply enjoying the natural beauty of these scenic locations. This balance of professional dedication and personal fulfillment reflects his belief in creating comprehensive life plans that encompass both financial security and lifestyle enjoyment.
Dan’s unique combination of corporate leadership experience, advanced education, and genuine passion for helping others makes him a trusted advisor in the financial services industry. His mission is to empower clients with the knowledge and strategies they need to build confident financial futures.
Disclosure: Daniel Blakeman is registered with Osaic Wealth, Inc. for investment advisory services only.