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 (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.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

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