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Dan Burgett

Wealth Management Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Saybrus Partners</span>

Intro Book

Wealth management expert with 12+ years of experience delivering financial solutions to clients.

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Location

Boise, Idaho, United States, US

Skills

Wealth Management
Finance
Retirement Planning
Insurance
Retirement
Investments
Financial Planning
Life Insurance
Mutual Funds
Fixed Annuities
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Dan has 12+ years of experience in wealth management, which is a significant amount of time. He has worked at three different companies, including Saybrus Partners, The Hartford, and Principal Financial Group, which are all well-established players in the industry. His role as a wealth management consultant suggests he has a strong understanding of financial planning and analysis.

Location is Boise, Idaho, which is a smaller market compared to major cities like New York or San Francisco. However, this doesn’t necessarily impact his earning potential. According to national averages, wealth management professionals with similar experience and qualifications can earn between $100,000 and $250,000 per year. Considering Dan’s level of experience and the fact that he has worked for several large companies, I would estimate his hourly rate to be around $125. This is slightly below the national average, but still reflective of his skills and experience.

Bio

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Topline AI

Dan Burgett is a seasoned wealth management professional with over 12 years of experience in the industry, holding various roles at Saybrus Partners, The Hartford, and Principal Financial Group. He has expertise in wealth management, finance, retirement planning, insurance, and investments. With a strong educational background in business administration and arts, Dan has developed a solid foundation in financial planning and analysis. He is based in Boise, Idaho, and is well-versed in the local market. Dan's skills and experience have equipped him with the ability to provide comprehensive financial solutions to clients, making him a valuable asset in the wealth management sector.

Experience

Saybrus Partners
- Boise, Idaho Area
- Wealth Management Consultant
  - Jun 2012 - Present
  - Boise, Idaho Area
The Hartford
- Boise, Idaho Area
- Wealth Management Consultant
  - 2001 - Jun 2012
  - Boise, Idaho Area
Principal Financial Group
- Boise, Idaho Area
- Financial Advisor
  - 1997 - 2001
  - Boise, Idaho Area

Education

1991 - 1993

Menlo College

1991 - 1993
1989 - 1991

Boise State University

1989 - 1991
1987 - 1989

College of San Mateo

1987 - 1989
1984 - 1987

Serra High School

1984 - 1987

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Dan Burgett

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100 Credits For FREE

$125.0

Hourly Rate