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Dan Cairo

Dan Cairo

CEO, President

Helping Investors Own Their Future Since 1992

After 32 years in the industry, Dan Cairo has made it his mission to inform planners and investors alike about the common misconceptions and mistakes most make on their journey to financial independence. Beginning his career in 1987, Dan started his career like many of his peers, developing skills that addressed only half the equation. It wasn't long after sharpening his financial expertise that Dan noticed a significant flaw in the financial services profession: the industry lacked a thorough understanding of the psychology behind investing. That’s when Dan realized that without comprehending the impact of emotions, clients will not be able to pursue financial objectivity. 


Following his epiphany, Dan has been committed to changing the way both investors and planners approach pursing financial confidence. Instead of only concentrating on half the equation, he sought to show the benefits of an integrated approach. Dan demonstrated that focusing on financial behavior before a financial strategy was the only way to empower investors to take control of their lives and create a bright financial future. By teaching financial self-awareness, Dan is revealing how traditional finance practices are influenced by psychology. If investors want improved confidence, they must first improve their emotional competencies, which in turn, improves their decision-making behavior. It's through this Behavioral Financial Advice that Dan seeks to establish a better future for his clients and the industry.