Daniel J. Nance
Daniel J. Nance
CFP®
Senior Financial Advisor
Phone:
503-224-6868 ext.115
E-mail:
dnance@cmapdx.com Daniel (Dan) J. Nance is a Senior Financial Advisor and Certified Financial Planner (CFP®) of Cedar Mountain Advisors. Dan specializes in providing comprehensive financial planning and advisory services to individual and corporate clients. The financial planning services he provides include investment management, retirement planning, estate, education, business continuation and executive benefits consulting.
Dan’s background encompasses over 20 years as a financial advisor having gained experience with John Hancock Financial Services and New England Financial prior to joining Cedar Mountain Advisors, LLC. Dan earned his designation as a CFP from The American College in Bryn Mawr, Pennsylvania.
Daniel graduated with a Bachelor of Arts in Business from Linfield College.
Dan and his wife Heathyr have 3 children and live in West Linn. Dan enjoys running, coaching youth sports and spending time with his family.
