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Dan McElwee

CFP and Executive Vice President, Ventura Wealth Management

Dan McElwee, CFP and Executive Vice President, oversees many of the firm’s relationships with business and institutional clients including corporate retirement plans, reserve accounts, and endowments.

Dan’s Recent activity

Building a Dynamic Corporate Retirement Plan
Building a Dynamic Corporate Retirement Plan
Feb 27, 2014
Everyone wants retirement to be easy.  Whether watching television ads or thumbing through a financial magazine or paper, different mutual fund companies, brokerage houses, and annuity providers tout the safety...