Daniel J. Nance, CFP®

Daniel J. Nance, CFP®

Senior Financial Advisor

Phone: 503-224-6868 ext. 115
Fax: 503-224-6887
E-mail:

Biography

Daniel J. Nance is a Senior Financial Advisor at Cedar Mountain Advisors, LLC in Portland, OR. This boutique-consulting firm provides customized asset management and comprehensive financial planning to businesses and individuals.
 
Daniel provides comprehensive planning and advisory services to his corporate and individual clients. He specializes in the areas of Investment, Retirement, Estate, Education, Business Continuation and Executive Benefit consulting.
 
Daniel graduated from Linfield College in McMinnville, OR with a Bachelor of Arts degree in Business. Dan‘s background encompasses fourteen years as an investment advisor/general agent with John Hancock Financial Services & New England Financial. Dan is a Certified Financial Planner (CFP®). This designation was earned through The American College in Pennsylvania. In addition, Daniel is a board member of the Providence Child Center, and involved in the National Association of Insurance and Financial Advisors (NAIFA).
 
Originally from the Buckeye state of Ohio, Daniel now lives in West Linn, Oregon with his wife, Heathyr and three children. He enjoys golfing, running and spending time with his family.