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Dan O'Doherty, CFP®, CLU, ChFC

Dan O'Doherty, CFP®, CLU, ChFC

Employee Benefits & Retirement Plan Advisor

Dan brings over 18 years of experience to CSNW Benefits with a background in insurance and financial planning. Dan continually strives to support CSNW Benefit’s goal of quality service and expertise by focusing on continuing education, monitoring industry trends and searching out opportunities to increase his knowledge and skill.

Dan holds the following designations:

CFP®: Certified Financial Planner
CLU: Chartered Life Underwriter
ChFC: Chartered Financial Consultant
RHU: Registered Health Underwriter
REBC: Registered Employee Benefit Consultant
AIF® - Accredited Investment Fiduciary®