Dan Bolan
Financial Advisor
Designations: CFP®, MBA
With over 20 years of financial sector experience, Allworth's Dan Bolan is an advisor in our Glenview, Illinois, office. A Certified Financial Planner™ professional (CFP®), 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.
Education and Certifications
Who I Best Work With
What Guides My Approach
With over 20 years of financial sector experience, Allworth's Dan Bolan is an advisor in our Glenview, Illinois, office. A Certified Financial Planner™ professional (CFP®), 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.
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About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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