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O: (914) 428-4113

A Diverse Financial Expertise

Dan Engelhardt stands as a multi-dimensional figure on our team, serving in key roles including general securities principal, general securities sales principal, and municipal securities principal. His professional acumen is further enriched by an array of FINRA registrations, such as S7, S24, S53, S6, S63, S66, S9, and S10, showcasing a broad and deep understanding of the financial markets.

An Unconventional Path to Finance

Embarking on his financial career in 1999, his background is anything but ordinary, spanning from musician and piano tuner/technician to a 15-year tenure as a special education teacher. This diverse journey, working with learning-disabled and emotionally disturbed children and adolescents, has imbued him with a unique perspective and approach to financial advising.

Driven by Personal Experience

His foray into financial advising is deeply rooted in personal history, inspired by his parents' navigation through the complexities of retirement and aging. This personal connection fuels his commitment to aiding others in traversing these paths with both dignity and security, making his approach to financial advising not just professional but profoundly empathetic.

Specializing in Retirement Transition

He shines in guiding those in their prime pre-retirement years, especially individuals in their 50s and 60s preparing to embrace retirement and access Social Security benefits. His dedication to this demographic is a testament to his understanding of the pivotal transitions that define the pre-retirement phase.

Mastering Retirement Planning

As a certified Retirement Income Certified Professional (RICP), his expertise in Social Security maximization and retirement income planning stands out. His mission is to navigate his clients through the complexities of retirement planning, ensuring they embark on their golden years with a solid financial foundation and peace of mind.

Dan is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA and NY. Dan is also insurance licensed in the following states: CA, CT, FL and NY.

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