Daniel brings a broad range of experience to client relationships, including portfolio design, risk management, charitable giving and family wealth transfer, personal and small business retirement plans and retirement income planning. Dan was a principal and senior wealth advisor at RNP Advisory Services before the firm joined Buckingham Strategic Wealth. While at RNP Dan served on the firm’s Investment Committee, the body responsible for developing and maintaining investment portfolio strategies and platform. In addition to advising his clients at RNP, he played a key role in mentoring junior advisors and interns. Dan has earned the CERTIFIED FINANCIAL PLANNER™ professional designation and