Dan Markese, CFP®
SVP & Senior Wealth Advisor
Dan is a CERTIFIED FINANCIAL PLANNERTM Professional*. He has contributed to the success of Accurate Advisory Group’s financial planning team for more than 10 years now.
His primary focus is developing strategies to help select individuals and families meet and exceed their retirement goals. Dan stays up to date on a multitude of investment strategies, asset allocation tactics, top-ranked money managers, and insurance companies in order to balance risk vs. reward and convey the best possible advice to his aforementioned families.
Dan has a Bachelor of Science from the State University of New York at Fredonia with concentrations in finance and marketing. He spends his spare time with his wife and his two boys.
*The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.