Daniel Joss (CFP®, CKA®, MBA, RLP)
Daniel Joss focuses in the
following client markets or areas of practice:
- Charitable Giving
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Charitable Giving
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
Upon retaining us, we take the time to listen and understand your current situation and help you define your future life goals. We help bring order to your financial life. We partner with you to help you achieve your best possible life. We hold you accountable to your goals. We provide objective guidance and bring the necessary resources to facilitate your financial decisions.
Additional Information
Dan Joss MBA, CFP®, Registered Life Planner® is the founder of Joss Financial Group LLC with over 15 years experience in the industry. He has been named "Top Financial Professional" in Northern Virginia Magazine each year since 2011 and has recently been named as one of the "Top Financial Planners" in Washingtonian. Prior to founding Joss Financial Group, Dan was a founding partner of FJY Financial, a large financial planning and investment firm in Northern Virginia.
NAPFA Start Date
June 03, 2015
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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