Dan Williams

With a background in executive coaching and financial consulting, Dan helps clients create smart financial plans that mitigate risks. This includes customized investment strategies in such areas as 1031 DSTs, alternatives and Cash Balance plans for business owners (Defined Benefit plans).

Dan received the Harvard Business School Certificate of Specialization in Finance and Accounting. He holds a Bachelors of Arts degree in English literature from Boston University. He also received his Certificate in Financial Planning from Boston University. Dan has Series 7 and 66 registrations. He is affiliated with the RIA firm, Acorn Financial Advisory Services, which he joined in 2013, to serve clients in the Boston area and New England.

Previously, Dan worked as an independent financial advisor at his firm, Wellfleet Wealth Advisors, LLC. Prior to that, he worked as an Investment Adviser Representative at ING Financial Partners in Boston. Prior to joining the financial service industry, Dan specialized in executive development, communication and coaching. His consulting experience included work in mainland China, giving him a global perspective and appreciation for other cultures.