2019 Fall Conference Speaker
Daniel Candura
Dan Candura, CFP® provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the United States through in-person courses and webinars. Dan also provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litigation support and forensic financial analysis services for attorneys as President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts.
Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. In 2010, CFP Board named Dan as the CFP® Ambassador for the Boston area. Previously Dan provided leadership to the registered representatives of ING Financial Advisers LLC in New England. He also served as Vice President, Financial Planning Quality, in the Financial Advisory Services Group of American Express Financial Advisors in Minneapolis, MN.
Dan appeared as a featured expert in the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, Wealth Manager and Ticker. He has been quoted in USA Today, The New York Times, Investment News, Men's Health and other publications. He is a dynamic and engaging speaker giving hundreds of seminars and workshops across the country on topics ranging from the basics of financial planning to the future of quality within the financial services industry. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. He is a member of the Financial Planning Association and a NAPFA-Registered Financial Advisor. He was a founding member and Co-Chair of the Sales and Marketing Quality Council of The Conference Board.
A graduate of Stonehill College, Dan earned a Masters Degree from Bridgewater State University. He received his certification as a CERTIFIED FINANCIAL PLANNER™ in 1987.
Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. In 2010, CFP Board named Dan as the CFP® Ambassador for the Boston area. Previously Dan provided leadership to the registered representatives of ING Financial Advisers LLC in New England. He also served as Vice President, Financial Planning Quality, in the Financial Advisory Services Group of American Express Financial Advisors in Minneapolis, MN.
Dan appeared as a featured expert in the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, Wealth Manager and Ticker. He has been quoted in USA Today, The New York Times, Investment News, Men's Health and other publications. He is a dynamic and engaging speaker giving hundreds of seminars and workshops across the country on topics ranging from the basics of financial planning to the future of quality within the financial services industry. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. He is a member of the Financial Planning Association and a NAPFA-Registered Financial Advisor. He was a founding member and Co-Chair of the Sales and Marketing Quality Council of The Conference Board.
A graduate of Stonehill College, Dan earned a Masters Degree from Bridgewater State University. He received his certification as a CERTIFIED FINANCIAL PLANNER™ in 1987.
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