In this week's mini-episode, Dan Gilbertson out of our Lakewood, CO office looks at the topic of a QCD. Not many people know what QCDs are, let alone how to incorporate them into their overall financial strategy. We invite you to listen!
Hot: Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President
Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Prior to joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Prior to entering the securities industry, he worked for more than 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.
In 2019 and 2020, Dan was named one of Forbes’ Magazine Best-in State Wealth Advisors.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.
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