Dan Galli is a financial planner, CFP® practitioner and principal of Daniel J. Galli & Associates, located in Norwell, Massachusetts. Dan began his financial services career in 1986 following 11 years as a public school teacher. He has built a practice that includes fee-based financial planning and commission-based activity. Today, his practice focuses on retirement planning for professionals, small business owners, teachers, and other individuals, designing qualified retirement plans, maximizing savings, and managing assets.
He is a registered representative of Ameritas Investment Company LLC with FINRA Series 7, 24, and 63 registrations. He holds a Masters of Education in Elementary Education Administration as well as Chartered Financial Consultant and Chartered Life Underwriter designations. Dan has extensive experience teaching courses at colleges in Boston, and developing financial planning content development for corporate presentations.
In conjunction with the Financial Planning Association of MA, he has coordinated a program of Personal Financial Chats for the Boston Globe website. He has served on the Board of Directors and President of the Massachusetts Chapter of the Financial Planning Association. Dan currently serves on the national Board of Directors of the Financial Planning Association and also serves as Treasurer of the FPA.
Dan also works with Goldman Sachs, providing educational workshops for employees of companies NetScout, MathWorks, Northern Trust, Charles River Associates and others.
Dan updates the Retirement Planning and Employee Benefits course for Boston University’s on-line financial planning program.
Daniel J. Galli, CFP® offers services and products using the following business names: Daniel J. Galli & Associates – financial services and insurance/Ameritas Investment Company, LLC (AIC) Member FINRA/SIPC – securities and investments/Ameritas Advisory Services (AAS) – financial planning and investment advisory services. AIC and AAS are not affiliated with Daniel J. Galli & Associates, Boston University or Goldman Sachs.