Dan G. Bennett, CFP®

For nearly two decades, I have helped families navigate the complexities of wealth management with a focus on comprehensive financial planning, retirement strategies, and estate coordination. My goal is to simplify the financial decision-making process and create personalized plans that help families feel confident about their future, going far beyond traditional, cookie-cutter advice. We especially enjoy working with successful families who want to be intentional about building, protecting, and passing on their wealth.

What drives me is building lasting relationships with clients who need more personalized advice. I am here to help you protect what you have built and create a financial plan that works for you and your family.

I mentor students in the Personal Financial Planning Program at the University of South Florida Muma College of Business, focusing on the hands-on realities of working in financial planning: how the business works, what actually happens behind the scenes, and the skills that matter most, while also helping them understand the career options available after graduation.

Most of my spare time involves spending time with my wife Candice, daughter Lennon, and son Hayes. As a former college baseball player at Boston College and Florida Southern, I now enjoy coaching my son's baseball team and staying active with my kids as they explore sports and all the valuable lessons that come with them. We currently reside in Lakewood Ranch, FL and love staying active and spending summer months in Skaneateles, NY.