About
Over the course of his career in the financial industry, Dan Cotton strives to earn the trust of Wealth Managers and clients through his integrity, wisdom and leadership. Dan shows a genuine interest in helping individuals comprehend, evaluate and implement financial strategies to those he serves. The real benefit of working with Dan is the confidence, comfort and clarity of purpose he strives to provide to his clients and teammates. Early in his professional development, Dan gained valuable experience in the banking sector before eventually moving into wealth management. He co-founded an independent private wealth management firm in 2009. Dan joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition. Dan currently resides in Melrose, Massachusetts with his wife, Joanne, and their two children. In his free time, he enjoys athletic events, golfing, hosting and volunteering for various charitable organizations and spending quality time with his family.
Education
- BA, Economics, University of California at Davis
Additional licenses and designations
- CA Insurance License #0793162
Resources from Daniel Cotton
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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