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Dan Hernandez, CFP®, AIF®

Dan Hernandez, CFP®, AIF®

Senior Financial Representative

Daniel E. Hernandez, CFP®, is a Financial Representative at Milestone Wealth Management. For over 21 years, he has been helping his clients reach their goals and simplify their lives with strategic financial planning services. Dan specializes in lifetime needs analysis, personalized goal-oriented strategies, and objective investment and risk management advice. After graduating with his Bachelors in Accounting from Drexel University, Dan went on to obtain his Series FINRA 6, 7, and 63 Securities Registrations, as well as his CERTIFIED FINANCIAL PLANNER™ professional certification. Dan is an active member of the Financial Planning Association.

As an advisor who takes great pride in helping individuals achieve financial clarity and reach their goals, Dan is passionate about sharing his industry knowledge with others. He has written articles that have been published in a variety of South Jersey newspapers, hosted a financial radio talk show, and served as an Adjunct Professor at Atlantic Cape Community College.