Dan Gibbons believes in meticulous attention to detail. Whether helping to onboard new clients or providing existing clients with day-to-day operational services, his commitment is the same. Dan wants clients to feel peace of mind, knowing that their accounts are handled with the utmost care and professionalism. He is thrilled to play a role in helping people build more financially secure futures.
We want every Opal client to know that they are in the right place and surrounded by the best team. It’s a point of pride that clients count on us and trust our commitment and competence.
Prior to joining Opal’s team in 2021, Dan worked in client service at Magii Wealth Management and at Equitable.
Dan is a graduate of Marist College in Poughkeepsie, NY. He holds a Bachelor of Science in Business Administration with a concentration in finance. Dan enjoys hiking, working out, and attending live events including New York Islanders hockey. He also loves to travel and spend time with family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
