Ramp Up to Retirement

Who is Dan Reese?

September 11, 2024 | Episode #1

Show Notes

Are you ready to elevate your financial planning as you approach retirement? Embark on a journey with Dan Reese of Avery Wealth to transform your financial planning into a pathway for a fulfilling retirement.

In this inaugural episode of Ramp Up to Retirement, Dan Reese CFP® introduces himself, shares his journey from a curious college student to a certified financial planner with a passion for guiding individuals toward a fulfilling retirement, and talks about why a Certified Financial Planner is crucial for navigating toward a stress-free retirement. Discover how Dan’s approach at Avery Wealth, founded on fiduciary duty, places your needs at the forefront of financial planning.

Resources

Try our Avery Wealth Retirement Readiness Quiz today!

Avery Wealth Retirement Readiness Quiz

About the Podcast

You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful! 

As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.

Who is Dan Reese?

Meet the Host

Dan Reese

CFP®
Founder, Senior Wealth Advisor

Disclosure

The opinions voiced in Ramp Up to Retirement with Dan Reese are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show may not be affiliated with CWM, LLC. Views and comments by guests may not be representative of CWM, LLC.  Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.