Daniel Mulligan V, CFP®
Dan lives in Edinboro, Pennsylvania with his wife Angela. He graduated from the University of Notre Dame with a degree in Business Management-Entrepreneurship. After managing a real estate office in Chicago, he decided to move back home to the Erie area. In his free time he enjoys playing and watching sports, as well as spending time with his wife and family.
“CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.”
Securities
and investment advisory services
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212-314-4600), member
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