Daniel R. Shearer, CFP ®, CLU®
CERTIFIED FINANCIAL PLANNER™ professional
Background, Focus Areas and Recognition:
Daniel Shearer began his career in financial services in 2000 with the retirement planning
division of Equitable. Because of his passion for helping others achieve their financial goals
and his strong interest in financial planning, he transitioned to the role of Financial Advisor
in 2006. Dan’s practice focuses on comprehensive financial planning including wealth
management, retire income planning and risk management/insurance planning. Believing
that experience and continuing education are extremely important to be able to provide
the best advice and service for his client’s financial needs, Daniel earned the Certified
Financial Planner CERTIFIED FINANCIAL PLANNER™ professional designation (CFP®) as
well as the Chartered Life Underwriter designation (CLU®).
During his career Daniel also spent several years in the dual role of Financial Advisor and
Vice President. During this time, in addition to his financial planning practice working with
clients, he was also responsible for the training and development of new associates to the
Financial Advisor position. Because of his desire to focus all of his time and energy on his
clients and financial planning practice Daniel left his role as Vice President in 2016. In 2021
he joined the Falcon Financial group to partner with other high level financial professionals
to be able to provide an even greater level of service and expertise to his clients.
Personal:
Daniel graduated with honors from Kean University with a Bachelor’s Degree in Business
Management. He has lived in Monmouth County for most of his life. Dan enjoys spending
time with his family, outdoor activities, traveling and reading. Always believing in giving
back, Dan supports several charities including The American Society for the Prevention of
Cruelty to Animals, Shriners Hospitals for Children and the Monmouth County SPCA.
My Professional Qualifications:
• CERTIFIED FINANCIAL PLANNER™ professional, (CFP®)
• Chartered Life Underwriter, (CLU®)
• FINRA Securities Registrations: Series 6, 7, 24, and 66
• Licenses: Life and Health insurance in various states
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 0M84993
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.