Daniel Satz is a CERTIFIED FINANCIAL PLANNER™ professional at Novi Wealth Partners. He has been in the financial services industry for 15 years, starting his financial planning journey at LPL Financial and later transitioning to relationship management at BNY Mellon - Albridge. When Dan joined Novi Wealth Partners in 2015, it was after realizing his desire to return to financial planning with a fee-only firm, where he could build meaningful relationships with clients, and help them to achieve their financial and retirement goals. Outside of the firm, Dan spends his free time playing music with local musicians, and occasionally at a local venue. He is also a photographer and digital e