Dan Adams joined Box Financial Advisors in January 2024 as a Financial Advisor, where he takes pride in helping his clients live exceptional lives. Prior to joining the Box Financial Team, Dan worked as a financial advisor and managed a financial planning department, creating comprehensive financial plans for clients.
As part of the Box Financial team, Dan works with high-net-worth individuals, specializing in complex financial planning for clients with over $500,000 in investable assets. He helps clients navigate critical financial decisions, from retirement planning to tax strategies and estate planning, ensuring that their financial goals are met with precision and expertise.
Dan graduated from Bethel University in 2017 with a degree in Business Management. He currently holds his Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Series 7 and Series 66 securities registrations, as well as life and health insurance licenses.
Get to Know Dan:
- Outside of work, Dan enjoys spending time with his wife, Christina, and their two children.
- Dan and his family live in Hugo and attend Journey North Churchin Pine City.
- Prior to pursuing a career as a financial advisor, Dan served as a Deputy Sheriff with the Sheriff's Office.