Helping you plan a prosperous future.
As a Certified Financial Planning Professional with over 20 years of experience in personal and business planning. My mission is to help you build a strong financial future and to advise on the best courses of action to achieve your financial goals. Whether you’re a young family just starting, living out your golden years, or somewhere in between I can help you build and maintain your financial independence. Please contact me if you’d like to discuss your particular situation in more detail, or have questions about my services.
-Dan M. Wahba, CFP
Insurance Services.
When you work with a licensed insurance broker, such as myself, I can help you explore all of the options for the policy you are shopping for.
