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Everyone has a story, and my work begins with listening. I firmly believe that by listening to your story I find clarity. Clarity is necessary to understand your goals and needs. And clarity leads to accomplishment. I make it my priority to deliver beyond my client's expectations and do so by using an established process with them to develop personalized financial strategies that work as advertised. My clients have peace of mind, knowing that their families and businesses will be financially sound not only in short term, but as we work together throughout their lives. There is no charge for an initial consultation and nothing to buy at this point so why not meet today?
Here’s what I love most about what I do.
1) No two clients are alike, no two days are alike, no two tasks are alike– Sure there are similarities but every day is a new journey with. Being a financial advisor is a wonderful combination of meeting new people, learning what they need (listening to their story), figuring out how to help them, creating plans or recommendations, crunching data or making sense of it. Tasks can be simple like reviewing mortgages and portfolios or more complex like preparing for retirement, estate planning, or savings projections. For me, variety is the spice of my professional life!
2) The better you know your clients, the more you can help them– For most people, money is a key. A key to opening the door to the lifestyle they want to live. Financial advice is useless unless it’s personalized to meet a person’s goals. Coming up with money strategies that work as advertised for clients is critical. Whether it's how to save more; how to budget better; how to reduce debt or taxes; or build a portfolio that honors your values and beliefs my challenge is to figure out what will work best for my clients.
3) Helping people learn how to get their money to work for them is my passion – Money skills and knowledge are not taught in school yet they are critical to reaching your financial goals and to opening the door to many lifestyle choices. Most people learned their money skills over time from their families, friends or through trial and error. As an educator of more than 25 years I believe that personal finance education is a life long learning goal. People change, plans change, life evolves and we can always learn better money skills to achieve our goals.
4) Using my training, skills and experience matters to me – During my journey from educator to financial advisor, I learned a lot about people, learning, and money. I started a DIY investor and later became a day trader for a few years before deciding to become a financial advisor. I learned a lot during those days about investing. As an educator I learned a lot about sharing experiences and learning. Being a financial advisor, in my opinion, is the best place to bring my passions for investing, teaching and learning together to help people I care about.
5) My job doesn’t feel like like work – When I’m doing this work, I get lost in the people, their stories and their goals. There is no better feeling. Helping people understand their personal finances is what I was born to do.
I started my own business to combine my passion for people, learning and investing together. I probably should have been running my own business from day one, but like many of us I found myself coming up with reasons why I wasn't ready. I let others talk me out of my goal with words like "its risky" or "you'll end up broke." Growing into the mindset that it was something I could do and absolutely wanted to do took time. Today I've reached my goal of running a successful business. Knowing that I did it has shown me that I have an obligation to help others reach their goals. Though most of the goals I work on with clients are financial ones they always tied to other more personal goals. Those goals matter to us more than we like to think.
I think member of Bark.com should choose me as their financial advisor because its not about the money it's about you and your goals. I guess if your only goal is to amass a mountain of money I'm really not your guy. However,
-if your goal is to live the lifestyle you want;
-if you want to work with someone that will listen to your goals and your story;
-if you want to use an established and understandable planning process;
-if you want to partner with someone to help keep you on track for the rest of your life
then there is a very good chance I'm your guy. It's at least worth a conversation I'd say.
4.90/5.00
based on 11,996 reviews
It’s a pleasure to have met Dan, in fact I wish I had met him 10 years ago. He will invest as much time as you need to ensure you are comfortable with your choice. His approach is unconventional but has been proven very successful by his many clients. I’m looking forward to the financial freedom that will come from having a great advisor who genuinely cares about his clients.
24 May 2025
I had a fantastic experience working with Yusef. From the moment we started our session, he was incredibly personable and easy to talk to. He has a genuine, down to earth approach that instantly made me feel at ease and confident about opening up regarding my financial goals. What stood out most was how clearly he prioritizes his clients best interests. There was no pressure, no sales tactics just thoughtful, knowledgeable guidance that made me feel like I was in truly capable hands. In just one hour, Yusuf helped bring clarity to areas of my finances that had felt overwhelming for a long time. It was easily one of the most productive and reassuring conversations I’ve had when it comes to financial planning. Highly recommend Yusuf to anyone looking for sound advice.
23 May 2025
I can't say enough about the incredible experience I've had working with Kevin. I always tend to get overwhelmed when it comes to managing money, and Kevin has made it incredibly easy to understand and navigate for me. From the very first meeting, Kevin took the time to really understand my goals, dreams, and even my quirks (like my weakness for large impulse buys!). Unlike previous financial planners, he didnt just create a plan. He created my plan—something tailored to fit my financial needs, both now and for the future. The way he breaks down complex financial concepts into something understandable is nothing short of amazing. What sets Kevin apart is not just his expertise, but his genuine care. I always feel like he’s in my corner, looking out for my best interests and helping me make smarter financial choices without feeling overwhelmed. He takes it upon himself to chat with my accountant to make sure everyone is on the same page at all times. Kevin also proactively connects me with other processionals to make sure my future plans are able to be executed on and that I am protected at all times. If you’re looking for someone who’s not just a financial planner but a financial partner, look no further!
20 May 2025
