Dan Moore, CFP®
Hi there 👋🏼, I’m Dan and like to take a four-step approach with my clients. I always start by deeply understanding my clients needs and their families to grasp their financial goals. I want to make sure we establish a comprehensive financial plan that addresses retirement needs, asset optimization, potential incapacity and tax efficiency. I want to make sure my clients know I am here to help.
Chicago, IL
“I love helping my clients to go from “maybe I can retire someday” in our first meeting to “I retire tomorrow.”
Dan’s published work
Market Updates & Economic Outlook
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How can I help?
Retirement Planning
Estate & Trust Planning
Tax Optimization
Investment Management
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Dan.
Get to know Dan
Daniel Moore is a financial advisor with over 13 years of experience in the industry and holds the Certified Financial Planner designation. Based in the western suburbs of Chicago, Daniel has built his business focused on the financial planning needs of professors, physicians, and small business owners.Â
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Daniel’s experience lies in retirement planning, where he creates personalized strategies to help his clients achieve their long-term financial goals. His approach emphasizes portfolio management, tax efficiency, and legacy planning, all integrated into comprehensive estate planning. Daniel’s commitment to his clients is matched by his dedication to staying at the forefront of financial planning, ensuring that each client receives the highest level of service and expertise.
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Beyond his professional life, Daniel enjoys spending time outdoors, whether it’s on the golf course or spending time with his family - Danielle, their son Logan and their dog Levi. He is passionate about trying new restaurants, traveling and collecting bourbon.Â
Book a 30-min introductory call with Dan.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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