CoverProfile

Marc Daner

Founder & President-CERTIFIED FINANCAL PLANNER™

Daner Wealth Management

United States, Georgia, Alpharetta

About Me

Because you’ve been so successful in your career, you know how much work goes into making money. You also know how hard your money should be working to make you more — so you can live a full and rewarding life now and long into the future. That’s what led me to found Daner Wealth Management after decades at firms like Wells Fargo, Smith Barney, and Merrill Lynch. I realized that people wanted a more personal and direct relationship with their financial advisor. And that they were truly going to thrive when they knew the person helping them build and grow their wealth was someone from their own community they could trust. After all, there’s nothing like homegrown experience.

View more

Profile Information

Founder & President-CERTIFIED FINANCAL PLANNER™

Daner Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Alpharetta

Georgia

United States

Aug 25, 2025

More profiles to browse

Profile Photo
Kellie Borror
Vice President, Registered Client Services Associate

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson