Daniel P. Stephans, ChFC®, CRPC®, CFS

Private Wealth Advisor

Phone: 412-317-1409
Fax: 412-317-1402
E-mail: dan.stephans@mosaicplanners.com

Dan Stephans has been in the financial service industry since 1984 and has maintained a client first practice for over 25 years.  A graduate from Robert Morris University with a B.S. in Business Administration, he also earned the professional designations Chartered Financial Consultant (American College), Chartered Retirement Planning Counselor (College of Financial Planning), and the Certified Fund Specialist (Institute of Business and Finance).  Dan is a member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP).  Dan holds Securities licenses 7, 63 and 65.  He is licensed for life, accident, health and annuities.

As a retirement income specialist, Dan provides comprehensive fee based financial planning, wealth management and estate planning services for individuals, professionals, and business owners approaching retirement or already retired.  Dan's mission is to help build and protect wealth through asset accumulation, distribution planning for individuals working toward retirement, and the efficient transfer of wealth to heirs.  Dan, who is a frequent speaker, conducts educational retirement income seminars which are geared toward educating pre-retirees and retirees on retirement income, wealth preservation, wealth management, and wealth transfer strategies.

Outside the office, Dan is a member of the Churchill/Wilkins rotary club.  Dan and his wife, Colleen, reside in Level Green with  their three children, Brooke, Tyler and Brianna.  His hobbies include coaching his kid's basketball teams, exercising, golf and model trains. _{CRN200906-2031622}