Daniel Weimer CFP® CRC®
Dan Weimer has served the greater Pittsburgh area for over 30 years.
Dan has been a coach and mentor to numerous Financial Advisors over the last 25 years. In 2006, Dan received the Coach of the Year award, presented to the top Financial Advisor in the bank.
Dan is dedicated to developing lasting relationships with all his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
One of the benefits of working with Dan is his ability to provide clear, easily understood explanations of financial products and services. The personal program that Dan can provide is a roadmap to working toward a more secure financial future.
Dan Weimer is a CERTIFIED FINANCIAL PLANNER™ Professional (issued by The Center for Financial Planning). CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Dan is also a Certified Retirement Counselor® (issued by International Foundation for Retirement Education). The CRC® certification was created to advance recognition among retirement planning professionals of the need for a retirement specific certification program that demonstrates a mastery of subject matter, a commitment to the retirement planning profession, and adherence to a code of ethics and continuing education.
Dan has passed the following FINRA Series exams:
- Series 6 – Investment Company and Variable Contracts Products Representative Exam
- Series 63 – Uniform Securities Agent State Law Exam
- Series 65 – Uniform Investment Adviser Law Exam
- Series 7 – General Securities Representative Exam
- Series 24 – General Securities Principal Exam
Dan also holds his Life, Accident and Health Insurance licenses in the state of Pennsylvania.