Dan Sparta - CFP®
Wealth Management Consultant
Dan joined Axial in the summer of 2013. He is part of the Wealth Management Team and works with clients on creating financial plans, providing investment solutions to help reach client’s goals now and in retirement.
Dan graduated from University of Denver with a BSBA in Economics. He started his career with TD Bank Investment group in 2005 and continued with Northeast Financial Services in 2010. Dan earned his CERTIFIED FINANCIAL PLANNER™ certification and currently holds Series 7, and 66 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
A resident of Boston MA, Dan enjoys scuba diving, skiing, and squash.