Dan Shevlin, CFP®

Welcome to the channel! I’m Dan — a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) with a degree in Finance from St. Bonaventure University.

With decades of experience in financial planning, I’ve served as past president of the Delaware County Association of Financial Advisors and am an active member of the Chester County Estate Planning Council.

Here, you’ll find clear, practical videos on retirement income strategies, estate planning, and wealth management — all designed to help you make confident financial decisions.

I live in Thornton, PA with my wife Linda and our four children — and I’m passionate about helping individuals and families build secure, purpose-driven financial futures.

Subscribe to learn how to make the most of what you’ve worked so hard to build.