Daniel Halla joined BFG Financial Advisors as a client service associate in July of 2018. Dan spends much of his day researching the best ways to implement risk management to his clients’ portfolios and is always looking for new products and strategies that will improve his clients’ financial plans.
Dan always puts in effort to get to know his clients beyond their financial wellbeing, coordinating plans and finding solutions that will have a positive impact on their lives as a whole, their families, and 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 the 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 is an avid sports fan. He can often be found at Philadelphia Flyers games, supporting local college teams, or on the golf course.
