Dan Castle joined Winthrop Wealth in 2019 as an Advanced Planning Consultant on our Financial Planning team. He comes to Winthrop Wealth with over 30 years of industry experience developing and implementing unique insurance and financial planning strategies for affluent families and business owners.

 

Dan joined Winthrop Wealth directly from LPL Financial (Assistant V.P. Advanced Insurance Consulting) where he assisted the firm’s financial advisors with complex estate planning techniques, business succession planning, non-qualified and qualified retirement plans.

 

Prior to LPL, he spent more than 15 years with Manulife Financial / John Hancock as an integral member of an advanced markets team serving as an advanced markets consultant, director of training, and national accounts manager.

 

Dan has authored industry articles, created presentations and conducted training conferences for advisors, insurance professionals, attorneys, and accountants. He currently maintains the Chartered Life Underwriter®, Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ designations. He is an advisory representative of Winthrop Wealth.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

 

The CLU® and ChFC® are the property of The American College of Financial Services, which reserves sole rights to their use, and they are used by permission