A CERTIFIED FINANCIAL PLANNER™ Professional with more than two decades of experience, Dan is a registered principal for Securities America. Since 1990, he has been helping individuals, couples, and families successfully manage their investments, taxes, insurance, retirement, and estate plans. “Personal financial management is more complex than ever before,” Feltz says. “The sheer volume of financial decisions facing the average person on a day-to-day basis can be overwhelming and there are no easy answers. While each aspect of the financial management process is important, it is the collective management of these concerns that is key to overall financial success.”