Daniel J. Galli CFP®
Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. Dan began his financial services career over 30 years ago following a successful career as a public school teacher. His practice includes a wide range of advisory services including investment management and financial planning. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals. He designs qualified retirement plans with a focus on maximizing savings and reducing taxes. He is a registered representative and investment advisory associate of Ameritas Investment Company, LLC and Ameritas Advisory Services with FINRA Series 7, 63, 66, and 24 registrations.
Dan also works with PFE Advisors, LLC. He travels nationally for PFE, providing educational workshops for employees of companies such as Northern Trust, Forrester Research, Dunkin Brands, MathWorks, Akamai, The Broad Institute, Archdiocese of Boston and others.
From 1997 to 2005, he served as an adjunct faculty member on the staff of Northeastern University in Boston, teaching courses in their CFP® program on Retirement Planning and Employee Benefits as well as Insurance and Financial Planning. In 2005, he became a guest lecturer at Boston University, teaching Retirement Planning and Employee Benefits. Dan has also taught the Retirement Planning and Employee Benefits portion of the Kaplan/Bisys/BU Review for the CFP® Comprehensive Examination. He also updates Boston University’s on-line Retirement Planning and Employee Benefits course as tax laws, regulations and limits are changed.
Dan has been featured in the Boston Sunday Herald as part of their Money Makeover series on individual financial planning and has been quoted in the Boston Globe and on-line for Kiplinger’s, CBS Marketwatch as well as other major print and on-line publications.
Dan is a long time member of the Financial Planning Association of MA and has served on several committees, the Board of Directors and as President of the FPA of MA for two years. He was named Financial Planner of the Year in 2017*.
Dan holds a B.S. from Boston University and an M.Ed from Bridgewater State College. He taught at Hatherly School in Scituate, Massachusetts for 11 years prior to beginning his financial services career. Dan is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) as well as a Certified Financial Planner™. He passed the CFP® Comprehensive Examination in 1997.
Dan lives in Marshfield, Massachusetts with his wife Louise and has two grown children, Michael and Lauren.
*Candidates for the FPA Financial Planner of the Year must be a current FPA member and a CFP® practitioner in good standing who is experienced in financial planning topics and currently preparing comprehensive plans. In addition, candidates must also demonstrate one of the following: history of involvement in the FPA of MA, community service, career development for new financial planners or advocacy on behalf of the profession.