NAPFA: The National Association of Personal Financial Advisors

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PennyTree Advisers, LLC

This Office:

25 Braintree Hill Office Park
Suite 200
Braintree, MA 02184
Phone: 781-930-3027

Other Offices:

74 Weston Ave
Braintree, MA 02184-5626
Phone: 781-626-0888
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74 Fells Pond Rd
Mashpee, MA 02649-4110
Phone: (781) 626-0888
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Daniel J. Candura

(CFP®)

This advisor specializes in the following areas of expertise:

  • Advising Employee Benefit Plan Participants
  • Hourly Financial Planning Services
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Dan Candura, CFP® provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the United States through in-person courses and webinars. As President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litigation support and forensic financial analysis services for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. In 2010, CFP Board named Dan as the CFP® Ambassador for the Boston area.

 

Dan appeared as a featured expert on the 2008 PBS documentary Retirement Revolution airing nationally. He has been profiled in The Journal of Financial Planning, Wealth Manager and Ticker. He has been quoted in USA Today, Investment News, The Journal of Financial Planning, Wealth Manager and other publications. A dynamic and engaging speaker, he presented hundreds of seminars and workshops across the country on topics ranging from the basics of financial planning to the future of quality within the financial services industry. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. He is also a member of

Additional Information

CFP Board Ambassador for Boston area
Nationally recognized speaker on Ethics
Photographer
Writer -http://pennytree.com/PennyTree/Blog/Blog.html

NAPFA Start Date

October 20, 2010

Industry Start Date

December 01, 1982