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Biography

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.

Education

  • B.S. in Marketing from Rutgers College of Business

Highlights

  • Certified Financial Planner®
  • Registered Insurance Agent

Q & A

Q:

Was there a specific incident in your life that made it clear you were made for this career?

When I was a young teen, I remember working all summer for a few thousand bucks and having to help my family with the mortgage. We didn’t always struggle and I knew how hard my parents worked to provide us with an amazing life, but it was something that I hoped I didn’t ever have to ask my children to do.

Why is your specialty important, especially today?

This year has been especially challenging for investments in general, so adding value in other aspects of planning like tax, insurance, employee benefits, and estate planning reinsures our clients that the comprehensive planning is still intact and can remain successful.

What differentiates Cerity Partners from other firms in our space?

I think it is our comprehensive approach. A lot of firms say they are comprehensive, but do they also prepare and file tax returns? When we have a deep understanding of a person’s specific taxes, and not just general tax knowledge, it gives us a huge advantage. The same goes for our understanding of company benefits and insurance.

What should your clients know the most about you?

My hope is that they truly know that I want what is best for them in all aspects of life. First and foremost I want my clients to have health and happiness.

Latest Insights

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Daniel Park

Individuals and Families

Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief

With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return has mainly become a foregone conclusion for married couples. Under certain circumstances, couples may still opt to file separately. Partner Dan Park and Principal Cheryl Donaldson outline several factors that warrant careful consideration and planning when filing your taxes.

Daniel Park

Financial Planning

Ways to “Supercharge” Your 401(k)

A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Daniel Park

Employee Stock Purchase Plans

Should You Consider Exercising ISOs Now?

While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.

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Your Introduction to a Trusted Financial Partner Awaits

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Dustin Ribergaard

Lead Concierge

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Dustin Ribergaard

Lead Concierge

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Here are some valuable insights to read before your meeting

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds This Week?

Despite a rare simultaneous sell-off in U.S. Treasuries, U.S. stocks, and the U.S. dollar that is raising fears of capital flight from dollar-denominated assets toward…
Behavioral Finance

Don’t Panic About the Election! (Do This Instead)

Instead of worrying about the election results, our investment, taxation, and estate planning specialists offer constructive steps you may want to consider.

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.