Dan Forbes is the founder and owner of Forbes Financial Planning. He graduated from Brown University in 1997 and began his financial planning career that same year. He became a Certifed Financial Planner practitioner in 2007 and was named a Certified Financial Planning Board Ambassador in 2011. His media contributions have been numerous over the years including:
Dan's passion for financial planning is driven by a constant search for ways to improve the client experience and to employ and improve technology to improve that experience. This includes interactive financial planning, risk analysis, and income tax reviews.
As a former collegiate player, Dan's other passion involves coaching youth basketball, including being a board member at the East Greenwich Basketball Association. His Girls' HoneyBadger AAU team is back-to-back Zero Gravity National Champions.