Daniel J. Friedman

Daniel J. Friedman is a founding partner and the current Chief Executive Officer (CEO) of Wealth Management Group of N.A., LLC. He is also a member of the firm's financial and investment management committees. Dan has been a financial advisor since 1987.

Dan specializes in making complicated financial issues easy to understand and thus allowing his clients to take action. He is savvy in a broad variety of financial topics including: providing innovative retirement income solutions, designing tax reduction strategies, and constructing investment portfolios. All of this is done with the "My Restylement Plan", a fee-for-service program.