Dan Simon joined Daniel A. White & Associates, LLC in 2016. He co-operates Dan White’s second office in Middletown, Delaware alongside Andrew Wood. Dan and Andrew have known each other since they were three years old and have remained life-long friends.

Dan has a myriad of experience in the fields of Finance and Insurance. He has worked extensively with financial professionals across the country developing and promoting Retirement Planning concepts. These concepts are based on his belief that risk management is critical to a sound financial plan. Dan understands the importance of taking the time to identify and truly understand a client’s goals and objectives before creating a plan.

Dan earned a Bachelor’s Degree in Finance, Insurance, and Business Law from Virginia Tech. He earned his Chartered Life Underwriter (CLU®) from The American College of Financial Services in Bryn Mawr, Pennsylvania. Dan is also an Investment Advisor Representative and offers Investment Advisory Services through CoreCap Advisors, LLC a Registered Investment Advisor.

Dan currently resides in West Chester, Pennsylvania with his wife, Jaime and their three children, a son Carter and twin daughters, Emily and Elsie. He is an avid Philadelphia sports fan and loyal Hokie Alumni. When time permits, he enjoys playing golf as well as spending time during the summer with his family in Avalon, NJ. Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap Advisors and Daniel A. White & Associates are separate & unaffiliated entities

Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap Advisors and Daniel A. White & Associates are separate & unaffiliated entities.

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