Dan LaCrosse, CFP®

Associate Wealth Advisor

Dan is a registered financial advisor on the Halleran Financial Group team.  He has held various roles within the asset management and financial planning industry in the Rochester New York area over the past several years.  Dan is a primary point of contact for many HFG households, providing team services in wealth management, retirement planning, education funding, legacy planning and portfolio development.

Dan is SIE, Series 7 and 66 licensed, with LPL Financial, and holds the CERTIFIED FINANCIAL PLANNER™ ​designation. Dan is a graduate of Colgate University where he was a member of the men’s Division 1 lacrosse team.  Dan still stays close to the game as a USAL registered referee. Dan currently resides in Canandaigua with his fiancé, Bailey, and their two French Bulldogs.

 

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