Dan Bolan
Financial Advisor
CFP®, MBA
With over 20 years of financial sector experience, Allworth's Dan Bolan is an advisor in our Riverwoods, Illinois, office. A Certified Financial Planner® professional, Dan earned his Bachelor of Science (BS) degree in Finance from Creighton University and his Master of Business Administration (MBA) degree from DePaul University. Dan is a former member of the Chicago Mercantile Exchange and lives in the western suburbs with his wife and three children.
Latest Insights
When Affordability Isn't the Question Anymore, That's When Things Gets Interesting
Lifestyle creep doesn't break anything. It just quietly reshapes the assumptions underneath everything else, usually before anyone thinks to look.
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Why a Real Financial Advisor Matters in an AI World
AI can be a powerful tool, but when it comes to building a personalized, adaptable financial plan, there’s no substitute for the judgment, …
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The Hidden Risk of Letting Taxes Lead Your Investment Decisions
If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.
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