Dan Federman
CFP®
EP Wealth Advisors
Vice President
Dan Federman
CFP®
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dan Federman, CFP®
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Dan Federman is a Redwood City, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan Federman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
As a wealth advisor, Dan Federman helps assess the financial health of clients and then creates a detailed plan of action so clients can have the confidence and motivation to reach their financial goals. With more than 20 years in the financial services industry, Dan has seen the value of education in helping people avoid costly mistakes and take control of their financial decision-making. He thrives in serving as a collaborative consultant to clients, helping them realize their goals and live the lives they envision. Dan received a B.S. in international business from the University of Maryland and has an executive certificate in financial planning from the University of Georgetown. As a CERTIFIED FINANCIAL PLANNER™ practitioner and investment advisor, he draws on his education and experience to turn seemingly chaotic personal finances into well-organized plans that make sense to clients. Dan lives in Tiburon, CA with his wife and son. He enjoys playing tennis, skiing, and running.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dan Federman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Dan Federman earned the Certificate in Blockchain and Digital Assets℠Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.
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Dan Federman is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Dan Federman
Office Locations:
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3 Lagoon Drive
Suite 190
Redwood City, CA 94065
