Daniel J. Coleman, Jr. , CFP®

Dan is a Principal in the Boston Office. As a member of the Wealth Management Practice, Dan works with clients and families to develop tailored financial planning and investment management solutions to meet their ever-changing needs. He provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate, and tax planning strategies.

Prior to joining Cerity Partners, Dan was a Wealth Advisor at Prio Wealth, where he was a member of the Investment Committee. He worked with individuals, families, and non-profit organizations to provide a wide range of financial planning and investment solutions to meet their specific needs and goals.

Dan began his career at BNY Mellon Wealth Management, working with single and multi-family offices, endowments, and foundations.

Dan lives in Nashua, New Hampshire with his wife, Rachel. In his spare time, he enjoys snowboarding, fishing, golfing, and playing hockey.

Learn more about my practice.