[ Director of Financial Planning ]

Dan Glod

Dan Glod CFP®, CIMA®, has been counseling Advisors and Investors on Financial Planning and Portfolio Management topics for more than two decades. As a Certified Financial Planner™ and a Certified Investment Management Analyst®, Dan has the skills that allow him to develop personalized financial plans and investment strategies based on the needs and desires of our clients.  We’re excited to welcome Dan to the planning team in 2022 and are certain that he will contribute 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 currently lives just outside of Philadelphia with his wife, Debi and his two children, Megan and Tommy. In his free time, he enjoys working out, attending his children’s competitive gymnastics tournaments and spending time with his best friend, Debi.