Dan Boone, CFP®, CRPC®, CLU®

Dan Boone, CFP®, CRPC®, CLU®

Managing Partner

Dan Boone, Wealth Advisor, has been in the financial services industry for 30 years. Dan focuses his wealth management practice in the areas of Investment, Risk Management and Financial Planning with an emphasis on Income Planning in Retirement. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) a Chartered Retirement Planning Counselor (CRPC®), and Chartered Life Underwriter (CLU®).

Originally from Asheville, NC, Dan moved to Greensboro in 1992 after graduating from Appalachian State University. He is a current member and former board member of the Society of Financial Services Professionals in Greensboro.

Outside of work Dan enjoys golf, running, swimming and biking, and successfully competed in his first Half Ironman in Charlotte, NC in 2013. He resides in Summerfield with his wife Carol and four daughters Savannah, Madelyn, Abbie Grace and Sophie. Dan and his family are active members of Westover Church.

Dan is a Registered Representative and Investment Advisor Representative with and securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.