Broker Check
Daniel J. Lane, CFP®, ChFC®, CLU®, CRPS

Daniel J. Lane, CFP®, ChFC®, CLU®, CRPS

Senior Partner, Financial Advisor

Mr. Lane joined Vision Wealth Management, LLC after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years.  Dan’s practice focuses on individual financial planning and wealth management.

He received a Bachelor of Arts (B.A.) from Cleveland State University in Finance and Economics.  Professionally, Dan is a Certified Financial Planner (CFP®) practitioner.  In addition, he has earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College.

He is a Registered Representative (Series 7, 66), Investment Adviser Representative, and a Registered Options Principal (Series 4) through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser.  Dan is also an Investment Adviser Representative of Financial Management Strategies, Inc., an SEC registered investment advisory firm.  He is licensed to sell life and health insurance as well as annuities in the State of Ohio and other states.

Dan, a lifelong resident of the northeast Ohio area, currently resides with his wife in Andover, Ohio.