Daniel A. Reese, CFP®

About Me

About My Firm

Title in the firm: President

Licenses, Certifications and Designations: CFP®

Biography: Daniel Reese, CFP® is the President of Avery Wealth, Inc., a registered investment advisory firm. Dan's mission as a wealth coach is to provide an environment that allows investors to break through to abundance and to assist them on their journey towards peace of mind with their money. His beliefs and programs are structured around Nobel Prize-winning research that is essential to long-term investing.

Known as a charismatic and humorous speaker, Dan specializes in communicating complex investment issues so that they are more easily understood. His passion for helping others succeed is evident in his coaching sessions.

Dan received his Bachelor of Science degree from Michigan State University and is a Certified Financial Planner®. He continues his education each year by attending numerous investment and life coaching classes through Abundance Investor Coaching Systems.

Dan and his wife, Debbie, are the proud parents of three wonderful children. They reside in Jackson, Michigan

Education: Dan Reese received his Bachelor of Science degree from Michigan State University and is a Certified Financial Planner. He continues his education each year by attending numerous investment and life coaching classes through Abundance Investor Coaching Systems.

Personal Details: Dan and his wife, Debbie, are the proud parents of three wonderful children. They reside in Jackson, Michigan

Geographic Area Served: Serving Clients Nation-Wide

Services: Coaching Investors to Abundance