Dan Sharpe is the owner of Sharpe Financial. His passion for helping others led him to a career in financial services. He specializes in retirement planning helping his clients find solutions to gain financial security and peace of mind. He believes that goals are the most important requirement in a retiree’s financial portfolio. His works diligently with each client to identify the steps needed for long term financial security.

Dan’s approach focuses on educating his clients and helping them understand and navigate the retirement planning process. He evaluates all areas of his client’s life and presents solutions to navigate their biggest financial concerns. Whether helping with long term care issues or developing guaranteed income streams he goes above and beyond to find the best strategy for every client, every time.

When not helping others reach their financial goals, Dan enjoys spending time with his family and serving the community. He is an avid tennis player and loves the beach.

Now in partnership with Institute for Financial Wellness, he has the ability to offer his clients the most cutting-edge retirement panning solutions available anywhere in the nation.