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
4 Hidden Forces That Shape Every Financial Decision
When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.
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When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions
No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth
Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …
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