Dan Tocci, JD, CPWA®

Dan currently is a Training Director in the Boston office. He is a member of the Quality, Training and Development Team responsible for designing, implementing, and overseeing comprehensive training programs for colleagues of all levels. Dan’s areas of focus include estate planning, income tax planning, and equity compensation.

Prior to joining Cerity Partners Dan worked as an advanced planning consultant with Commonwealth Financial Network. In this role he provided financial advisors with guidance on estate, tax, and wealth planning strategies, covering a broad range of topics including trusts, charitable giving, education planning, and social security claiming. Dan leveraged his years of experience as an estate planning attorney to provide bespoke planning strategies to financial advisors.

In his spare time, Dan enjoys golfing, playing basketball, learning Spanish, and binging Netflix.