Daniel Finkel
LUTCF, CFP®

Email: Dan.Finkel@SavageandAssociates.com

Direct Dial: 419-725-7273

Daniel "Dan" Finkel has been a member of Savage & Associates since 1999. His practice is diverse as he covers many areas involving insurance and investments including: life insurance, health insurance, long term care insurance, disability insurance, financial independence, wealth building and preservation and retirement saving. If you want to protect your family, your business or invest in mutual funds for the future you need to talk to Dan.

His skills have earned him a diverse client base from individuals to national companies.

Education

Dan graduated from Miami University with a bachelor of science in business. His minor was logic and reasoning under the philosophy department. He has a Series 7 securities license, and is a registered investment advisor with Walnut Street Securities. Dan received his Life Underwriters Training Council Fellowship from the American College and the National Association of Insurance and Financial Advisors in 2006. He received his CERTIFIED FINANCIAL PLANNER™ designation in 2009.

Personal

When Dan is not working to help people with their insurance and investment needs he enjoys Aikido, riding his Kawasaki ZRX1100 (yes, with a helmet). Dan works every year to help raise money for Feed Lucas County Children. He is the technical director for the auditorium at Ottawa Hills High School and the treasurer for the Village Players Theater. Dan has been seen around the office occasionally wearing a freestyle bow tie and will tell you that if you can tie your own shoes you can tie a bow tie with a little practice.

Daniel Finkel is a registered representative of, and offers securities through Walnut Street Securities, Inc. WSS member FINRA/SIPC. Savage & Associates is not affiliated with WSS.