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Daniel R. Shearer, CFP®, CLU®

Daniel R. Shearer, CFP®, CLU®


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.

CA Insurance Lic.# 0M84993

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.