Daniel R. Shearer, CFP®,CLU®

Daniel R. Shearer, CFP®,CLU®

CERTIFIED FINANCIAL PLANNER™ professional

Office: (732) 292-3347
E-mail:
 

Daniel Shearer began his career in financial services in 2000 with the retirement planning division of Equitable.  Because of his passion for helping others achieve their financial goals and his strong interest in financial planning, he transitioned to the role of Financial Advisor in 2006.  Dan’s practice focuses on comprehensive financial planning including wealth management, retire income planning and risk management/insurance planning.  Believing that experience and continuing education are extremely important to be able to provide the best advice and service for his client’s financial needs, Daniel earned the Certified Financial Planner CERTIFIED FINANCIAL PLANNER™ professional designation (CFP® )  as well as the Chartered Life Underwriter designation (CLU®).

During his career Daniel also spent several years in the dual role of Financial Advisor and Vice President.  During this time, in addition to his financial planning practice working with clients, he was also responsible for the training and development of new associates to the Financial Advisor position.  Because of his desire to focus all of his time and energy on his clients and financial planning practice Daniel left his role as Vice President in 2016.  In 2021 he joined the Falcon Financial group to partner with other high level financial professionals to be able to provide an even greater level of service and expertise to his clients.  

Daniel graduated with honors from Kean University with a Bachelor’s Degree in Business Management.  He has lived in Monmouth County for most of his life.  Dan enjoys spending time with his family, outdoor activities, traveling and reading.  Always believing in giving back, Dan supports several charities including The American Society for the Prevention of Cruelty to Animals, Shriners Hospitals for Children and the Monmouth County SPCA. 

 

FINRA Securities Registration:  Series 7, 66, 24, 6

Licenses: Life and health insurance in various states.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Falcon Financial Group, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

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