Dan Glod, CFP®, CIMA®, ChFC®
Dan Glod, Founder of Stone Fortress Wealth Strategies, brings over 26 years of extensive experience in wealth management and financial planning. He specializes in building enduring financial fortresses designed to navigate and thrive in diverse economic and market landscapes, lasting multiple generations.
Throughout his career, Dan has worked with some of the largest asset managers in the world, counseling financial advisors on portfolio construction, financial planning and practice management. As a Regional Vice President for both Merrill Lynch and Blackrock, he developed deep expertise in helping advisors create robust financial strategies for their clients.
At Stone Fortress Wealth Strategies, Dan specializes in comprehensive financial planning that encompasses cash flow management, budgeting, retirement and education planning, estate planning, insurance needs analysis, and business planning. His unique approach focuses on empowering clients to build strong, enduring financial foundations that provide stability and growth, regardless of market conditions.
Dan holds a Bachelor of Science in Business Administration from Thomas Edison State University. He is a Certified Financial Planner™, a Chartered Financial Consultant (ChFC®), and a Certified Investment Management Analyst (CIMA®), showcasing his commitment to professional excellence and continuous learning. His credentials and experience enable him to deliver financial solutions that are not only tailored to his clients' needs but also optimized for tax efficiency and long-term success.
Outside of his professional life, Dan values spending time with his family and friends. He has been married to his wife Debi for more than two decades, and together they are the proud parents of their daughter, Megan, and their son, Tommy. Dan enjoys weight lifting and delving into a good audiobook, finding balance between personal growth and relaxation.
Dan's philosophy is simple yet profound: always prioritize the needs and wants of the client, and success will naturally follow. His passion for helping people and his commitment to putting clients first have been the cornerstones of his career, driving him to deliver exceptional service and build lasting relationships.