Dan Markese, CFP®, Investment Advisor Representative
Dan is a CERTIFIED FINANCIAL PLANNER™ 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 PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!
Local: (813) 994-0984
Toll Free: (866) 241-8078
Fax: (813) 907-6738
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544