Daniel J. Candura

Daniel J. Candura

| CFP®

PennyTree Advisers, LLC

Fee-Only Financial Advisor Serving the Greater Boston Area including the South Shore, Cape Cod and Southeastern Massachusetts

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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New Seabury, MA 02649

25 Braintree Hill Office Park
Suite 200
Braintree, MA 02184

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Daniel Candura is a Massachusetts Fee-Only Financial Planner with offices in Braintree and New Seabury. PennyTree Advisers, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Daniel Candura is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Dan Candura, CFP® provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the United States through in-person courses and webinars. As President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litigation support and forensic financial analysis services for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. In 2010, CFP Board named Dan as the CFP® Ambassador for the Boston area.
 
Dan appeared as a featured expert on the 2008 PBS documentary Retirement Revolution airing nationally. He has been profiled in The Journal of Financial Planning, Wealth Manager and Ticker. He has been quoted in USA Today, Investment News, The Journal of Financial Planning, Wealth Manager and other publications. A dynamic and engaging speaker, he presented hundreds of seminars and workshops across the country on topics ranging from the basics of financial planning to the future of quality within the financial services industry. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. He is also a member of the Financial Planning Association. He was a founding member and Co-Chair of the Sales and Marketing Quality Council of The Conference Board.

A 1971 graduate of Stonehill College, Dan entered financial services after a career as an educator and administrator. He earned a Masters Degree from Bridgewater State College in 1975 and received his certification as a CERTIFIED FINANCIAL PLANNER™ in 1987. 
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For too many people, hiring a financial planner is an expensive luxury reserved for the wealthy.  The truth is that everyone can benefit from financial planning - especially those who work hard every day to make ends meet.  The same financial mistake that would be a minor setback for a wealthy individual can prove disastrous to the average American family.  PennyTree Advisers specializes in providing the best advice possible to anyone in need. 

To achieve this goal we provide individual investment advice to select individuals on a fee-only basis. We charge either on a project basis - or, hourly and bill in increments of 1/10 of an hour.

We also provide high quality advice as a group benefit through employers, especially non-profits. 

And, we provide "second opinions" for consumers and litigation support services for their counsel through our Forensic Advisory Services.

Want to know more about our unique name? There is an interesting story behind how we chose the name of the firm.

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