Dan Speer has been a Vice President at Fisher Investments since 2006, and lives in Charlotte, North Carolina with his family.
He began his career at Merrill Lynch as a Financial Consultant in 1998, specializing in advising high net-worth investors and retirees on how to maximize retirement benefits and manage their investment portfolios to generate growth and income in retirement.
Dan is a Certified Financial Planner™ and he also holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations. He has a deep passion for financial and retirement planning and helping soon to be retirees and retirees navigate the myriad complexities and risks associated with retirement. His experience and knowledge over many years of advising retirees makes him uniquely qualified to understand the concerns and needs retirees face in planning for retirement. His varied and deep knowledge across the financial services industry allows him to help investors understand the multitude of options currently available. He can also help you understand how professional money management compares to other options available, empowering you with the information necessary to find the best “fit” for your investment needs. For more information you can request a meeting and access to other resources by contacting us today.