The Secrets of Successful Financial Planning: Inside Tips from an Expert
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The Secrets of Successful Financial Planning: Inside Tips from an Expert

by Dan Gallagher Publish: Sep 25, 2018Advice & How To
    • Dan Gallagher Dan Gallagher 8 months ago
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    • A fifth of this book devoted to thirty true tales of real clients, instead of boring case studies. What lessons can be derived? Lump in the throat or feel the urge to shout for joy? And what about financial planning books being designed to gain clients and having some bias somewhere? The author retired and is no longer licensed! Do you g=have friends who need zero-bias advice to DIY or understand/select planners? A gift of this book PROVES you care about your friend's well-being.
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BIOGRAPHY
Overview:

Dan retired from financial services (January 2018) to focus on endeavors as a writer, freelancer, speaker and trainer. During his practice, “Dan Gallagher, MBA, CLU, ChFC, CFP®, CBI®,” Dan’s professional designations included: Chartered Financial Consultant & Chartered Life Underwriter (1989), Certified Financial Planner® (1992) and Certified Business Intermediary (2002). Dan’s thirty-year financial practice encompassed group and individual benefits, money management, financial plans, business valuation & brokerage, commercial realty and – often very personal – counseling. He now writes fiction and nonfiction and also offers speaking/training services. Dan was recently (June 2018) accepted and registered as an “expert witness” with The Expert Institute, New York.

Chronology:

Dan graduated from Virginia Military Institute (1981), third among Economics majors, simultaneously completing the Modern Languages curriculum. He served in the Infantry, then as a reservist in a Special Forces support role, next as a Training Company Commander and later in a classified Army Research Institute role. Dan completed his Master of Business Administration at William & Mary (1986). He and wife Laura married in 1988, loved raising their four children, and assisted both Boy and Girl Scouting at their church through 2010.

Dan has given numerous seminars at major employers and other entities including Delta Environmental Consultants (now Antea Group), Anheuser-Busch, Norfolk Naval Shipyard, Canon USA and small businesses. Charlotte Magazine selected Dan as a ‘2009 Five-star Wealth Manager.’ Dan was a panelist and guest speaker at the Charlotte Chamber of Commerce’s 2007 ‘Business Disposition Workshop.’

Dan is the author of a novel, a licensing manual, and numerous articles in journals such as Virginia Lawyers Weekly, Financial Planning, The Daily Press and The Virginia Gazette. Articles by and about Dan have also been published in the Charlotte Business Journal and Charlotte Ventures. His fiction and narrative nonfiction have been published by Skyhorse Publishing, Superversive Press, Millhaven Press, Creative Loafing, NFAA Archery (a humor short story), and AncientProphecies Press.

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Book Awards and Achievements

  • CWG Seal of Approval
    2019

    The Secrets of Successful Financial Planning: Inside Tips from an Expert

    award
Dan Gallagher Dan Gallagher
It helps readers, whether consumers or professionals; new savers or those well into retirement. It lacks bias, as I retired and do not use it to attract clients.
Book Detail
Title The Secrets of Successful Financial Planning: Inside Tips from an Expert
Author Dan Gallagher
ASIN B06XCJMSZS
Publish Date 25, Sep 2018
Page Count 304