Dan Furiness

Dan is responsible for the execution and delivery of the firm’s insurance and financial planning services to its clients. He has broad experience in sophisticated insurance case design, retirement planning, executive equity compensation and philanthropic planning.
Prior to joining the team, Dan was a management consultant for an international firm where he focused on mergers and acquisitions and corporate strategic planning. Dan, a Certified Financial Planner (CFP®), completed his MBA in Finance at Rutgers University and received an undergraduate degree from Lehigh University. CA Insurance License #0E68301. Dan enjoys golf, tennis and hiking with his family. He lives in Yardley, Pennsylvania with his wife and their three children.

 

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”).

Securities offered through M Holdings Securities, Inc. (“M Securities”), a registered broker/dealer, member FINRA/SIPC. M Securities is independently owned and operated. ODIA is independent of and unaffiliated with M Securities.

Check the background of this investment professional on FINRA’s BrokerCheck.

OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS

M Securities’ Client Relationship Summary: Form CRS