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Partner, Senior Wealth Manager, Qualified Plans Specialist

Daniel Sherr

Accredited Investment Fiduciary®

Daniel joined Sherr Financial Associates after launching his career with Penn Mutual. He received his BA degree from Merrimack College. As a collegiate football player, Daniel brings a strong work ethic and a competitive edge to service our clients. Daniel holds his Life, Accident, and Health and Annuity licenses. As our long-term care specialist, he also holds his Accredited Investment Fiduciary® designation.

Daniel earned a Certificate in Financial Planning from NYU’s School of Professional Studies. He holds his 6, 7, 63, and 66 registrations and is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network®.