Mr. Lane joined Vantage Financial Group after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years. Dan’s practice focuses on individual financial planning and wealth management.
He received a Bachelor of Arts (B.A.) from Cleveland State University in Finance and Economics. Professionally, Dan is a Certified Financial Planner (CFP®) practitioner. In addition, he has earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College.
Daniel is an Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC, a registered broker/dealer and a Registered Investment Advisor. He has the Series 7 General Securities Representative, Series 66 Uniform Combined State Law and Series 4 Registered Options Principal registrations. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser and licensed to sell Life, Accident & Health, and Annuity insurance in the State of Ohio.
Dan, a lifelong resident of the northeast Ohio area, currently resides with his wife in Andover, Ohio.