If you are near or in retirement, or perhaps you are simply thinking about what your retirement years might one day look like, we invite you to check out this mini episode. Dan Gilbertson, out of our Lakewood, CO office, talks about ways you can find meaning and purpose during your "Golden Years"!
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. Before 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. Before entering the securities industry, he worked for over 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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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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