Daniel P. Forbes, CFP®

dforbes@forbesplanning.com

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 CERTIFIED FINANCIAL PLANNER® practitioner in 2007 and was named a CFP Board Ambassador in 2011. His media contributions have been numerous over the years including:

• Author of the Friday Financial Five

• Contributor to the CFP Board blog at Let's Make a Plan Learning Center

• Appearances on the nationally syndicated show, Jill on Money

Dan’s passion for financial planning lies in a search to improve the client experience and employ technology that enhances that experience. As a former collegiate player, Dan's other passion involves youth basketball, as a coach for numerous championship travel teams and as the current president of the East Greenwich Basketball Association.