Mr. Lane is an Investment Adviser Representative with Financial Management Strategies, Inc., and a Senior Partner and Financial Advisor with Vision Wealth Management, LLC, an affiliated financial services company. He joined our organizations after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services firm for nearly eight years. Dan’s practice focuses on individual financial planning and wealth management.
He received a Bachelor of Arts (B.A.) from Cleveland State University in Finance and Economics. Professionally, Dan is a Certified Financial Planner (CFP®) practitioner. In addition, he has earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College.
He is a Registered Representative (Series 7, 66), Investment Adviser Representative, and a Registered Options Principal (Series 4) through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. He is licensed to sell life and health insurance as well as annuities in the State of Ohio and other states.
Dan, a lifelong resident of the northeast Ohio area, currently resides with his wife in Andover, Ohio