retirement planning advisor
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 3 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 is an Investment Advisor Representative and offers Investment Advisory Services through CoreCap Advisors, LLC a Registered Investment Advisor. Dan is currently pursuing his Charter Life Underwriter (CLU®) Designation from The American College in Bryn Mawr.
Dan currently resides in West Chester, Pennsylvania with his wife Jaime and their three children. They have a son (Carter) and twin daughter’s (Emily and Elsie). He is an avid Philadelphia sports fan and loyal Hokie Alumni. When time permits, Dan 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 and Daniel A. White & Associates are separate & unaffiliated entities.