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Dan Candura, CFP

United States

Dan Candura, CFP® provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm, Candura Group, LLC. In that role, he provides ethics training across the United States through in-person courses and webinars. As President of PennyTree Advisers LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litigation support and forensic financial analysis services for attorneys. Dan teaches financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator.

In 2010, CFP Board named Dan as the CFP® Ambassador for the Boston area–‐one of just seven ambassadors nationwide. Dan appeared as a featured expert on the 2008 PBS documentary, Retirement Revolution. He has been profiled in The Journal of Financial Planning, and quoted in numerous publications. A dynamic and engaging speaker, he presented hundreds of seminars and workshops across the country on topics ranging from the basics of financial planning to the future of quality within the financial services industry. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. He is a member of the Financial Planning Association and a NAPFA registered financial planner.

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