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Barron’s: How Financial Advisors Care for Grieving Clients

Articles & Interviews | Apr 18, 2022 | Dan Park

Any good financial advisor can attest that their business is all about relationships. For this week’s Big Q, Barron’s asked Partner Dan Park how he handles one of the most important moments in a relationship. The question: What do you do when you learn that a client has just lost a loved one? Read what he has to say.

Dan Park

PARTNER

Dan is a Partner in the New York office and has more than twenty years of experience counseling corporate executives and high net worth individuals and families in tax, investments, insurance, company benefits, estate planning, and retirement planning. He leads the firm’s Executive Financial Counseling practice and is a member of the Personnel Development Committee.

Prior to joining Cerity Partners, Dan was President of Dendron Advisors, LLC, an investment advisory firm. Prior to Dendron, Dan was Vice President at Black Coral Financial Advisors and Senior Executive Financial Planner at the Ayco Company, A Goldman Sachs Company.

He earned a Bachelor of Science in marketing from Rutgers College of Business in 2001. In 2007, he became a CFP® professional, receiving the designation from the College for Financial Planning in Denver, CO. Daniel is a Registered Insurance agent.

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James Izard II

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.