Bio of Dan Glod
HSA welcomed Dan to the planning team in 2021 and he has been an invaluable contributor to the success of all of our clients in a very meaningful way with the depth of knowledge that he brings to this team.
Dan is an accomplished financial professional with over 25 years of experience in portfolio construction, including private investments, tax mitigation, estate planning, and sophisticated financial strategies. As the Director of Financial Planning, he guides business owners and their families towards financial success. Dan holds multiple professional certifications, including CFP®, CIMA®, and ChFC®, and is known for his expertise in helping clients navigate complex financial decisions. His experience at the most prominent firms in the industry and with operating businesses allows him to assist clients in evaluating opportunities and maximizing returns. With a commitment to ongoing education, Dan stays at the forefront of industry advancements, ensuring his advice is always relevant and effective. Dan currently lives just outside of Philadelphia with his wife, Debi and his two children, Megan and Tommy. In his free time, he spends time at the gym, attending his children’s competitive gymnastics tournaments, and heading to the lake with his best friend, Debi.