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Dan Flynn profile image

Dan Flynn

Financial Planner | Sagemark Consulting at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Lincoln Financial Advisors</span>
Intro Book
Financial planner delivering comprehensive financial solutions.
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Location
Campbell, California, United States, US
Skills
  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Investment Planning
  • Equity Compensation Strategies
  • Show all
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Bio

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Dan Flynn is a seasoned financial professional with 22 years of experience in financial planning, wealth management, and investment planning. He holds various certifications, including CFP Professional and Series 7/66 licenses, and has worked with top companies like Lincoln Financial Advisors and Applied Materials. Dan provides comprehensive financial solutions to his clients, empowering them to make informed decisions about their financial future.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    May, 2005
    - Jun, 2026
  • Insurance Producer
    California Department of Insurance
    Jan, 2002
    - Jun, 2026
  • Series 7 | Series 66
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2002
    - Jun, 2026

Experience

  • Lincoln Financial Advisors
    • Silicon Valley
    • Financial Planner | Sagemark Consulting
      • May 2002 - Present
      • Silicon Valley

      Comprehensive Analysis and Customized SolutionsDan provides his clients with customized financial solutions in the areas of retirement, investment, wealth management, equity compensation and estate planning strategies. Using a unique and time tested planning process, he provides his clients with ...

  • Applied Materials
    • Santa Clara, CA
    • Global Product Marketing Manager
      • 1999 - 2001
      • Santa Clara, CA

      Global Product Manager for Oxide Chemical Mechanical Planarization (CMP) equipment.

  • TEL FSI
    • Hollister, CA
    • CMP Business Manager | FSI Internatioinal
      • 1997 - 1999
      • Hollister, CA

      Led the marketing group for FSI's CMP slurry delivery equipment business.

  • The Dow Chemical Company
    • Midland, Michigan
    • Marketing Group Manager
      • 1982 - 1991
      • Midland, Michigan

      Held various marketing positions in Dow Plastics including Marketing Group Manager for Plastics in Food Packaging. ($1 billion sales).

Education

  • The American College
  • 1980 - 1982
    The Wharton School
  • 1974 - 1978
    University of Michigan

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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