Dan Federman

CFP®

EP Wealth Advisors

Vice President

Dan Federman

CFP®

EP Wealth Advisors

Vice President

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Dan Federman, CFP®

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Dan Federman is a Redwood City, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planningtax 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.

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

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Dan Federman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • DACFP Certificate in Blockchain and Digital Assets
    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.

  • Financial Planning Association
    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

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Office Locations:

  • 3 Lagoon Drive
    Suite 190
    Redwood City, CA 94065

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