Daniel Halla joined BFG Financial Advisors as a financial planning assistant in July 2018. Dan works with lead advisors to update client financial plans and prepare for meetings while also researching and implementing risk management plans for clients and their families.

Dan enjoys building relationships with clients beyond their finances by finding the right solution to positively impact future generations. He encourages each client to ask questions throughout the planning process and cites his team as his greatest resource for learning more about a constantly evolving industry.

Dan graduated Cum Laude from Stevenson University with a Bachelor of Business Administration degree in Management. He also holds his Maryland Life and Health Insurance license and earned his Chartered Life Underwriter (CLU®) designation and Certification in Long-Term Care (CLTC®) in 2024.

When not in the office, Dan spends time with his wife, Jesi, or in the mountains on off-road adventures with friends.