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Dan Adams, CFP®

Dan Adams, CFP®

Assistant Advisor

Dan joined Box Financial Advisors in January 2024 and will be working with Cyrus Shabaz as his Assistant Advisor. Dan graduated from Bethel University with a B.S in Business Management and has obtained his Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC ®) designations. Dan also holds a Series 7 and Series 66 securities license as well as life and health insurance licenses.

Dan lives in Hugo with his wife, Christina, daughter, Hailey and son, Eli.