Dan Galli is a Certified Financial Planner™ practitioner and Principal of Daniel J. Galli & Associates located in Norwell, MA. Dan began his financial services career as well as his affiliation with Boston 128 Companies in 1986. He has built a practice that includes a wide range of products and advisory services, including both fee-based financial planning and commission based strategies. Today Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals; designing qualified retirement plans, maximizing savings and managing assets. Dan is a registered representative of Ameritas Investment Corp. with FINRA Series 7, 63, and 24 registrations.
Dan also works with PFE Advisors, LLC, of Southborough, MA traveling nationally providing educational workshops for employees of companies such as PepsiCo, Analogic, Axcelis, FM Global, The MathWorks, CRICO, MasterCard, AARP, Northern Trust 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 joined the adjunct faculty at Boston University, teaching FP105 Retirement Planning and Employee Benefits as well as portions of the FP 110, BU's CFP® Capstone Course to prepare students for the national CFP® Comprehensive Examination. He is also a contributing author and editor for the Retirement Planning and Employee Benefit sections of Boston University's on-line Financial Planning course. Dan also teaches the live on-line CFP
Retirement Planning course for Boston University's on-line program.
Dan has been a contributing writer to Jack Keir, Inc. a provider of educational materials for CFP® study. He 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
as well as other major publications. In conjunction with the Financial Planning Association of MA, Dan has coordinated and participated in on-line Personal Financial Chats for The Boston Globe's website, boston.com.
Dan is also a member of the Board of Directors of the Financial Planning Association of MA. where he coordinates the FPA pro bono financial planning for the Massachusetts National Guard and the Dana Farber Cancer Institute. Dan also is member of the Massachusetts Financial Education Collaborative (MFEC), an organization dedicated to promoting financial literacy to underserved groups.
Dan was recently listed as a Five Star Wealth Manager by
, February, 2011.
Dan holds a B.S. from Boston University and an M.Ed from Bridgewater State College. He taught professionally for 11 years prior to beginning his financial services career. Dan is also a Chartered Life Underwriter, Chartered Financial Consultant as well as a Certified Financial Planner™ practitioner. He lives in Marshfield, MA with his wife Louise and has two grown children.