Dan Berve Email & Phone Number
Director of Financial Wellness @ Balefire Wealth
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Dan Berve Location
- Denver, CO, US
Dan Berve Work
- 2025 -2025 Corporate Solutions Consultant @
- 2025 -now Director of Financial Wellness @
- 2023 -2024 Financial Consultant @ VisionPoint Advisory Group
- 2020 -2023 Financial Representative, Principal Securities Registered Representative, Financial Advisor @
- 2014 -2020 Director of Aquatics @
- 2012 -2014 Assistant Director of Aquatics Operations @
- 2007 -2012 Lead Coach @
Dan Berve Education
- University of Minnesota-Twin Cities
Master of Education (M.Ed.) (Applied Kinesiology)
2009-2012 - University of Minnesota
Bachelor of Arts (B.A.) (Spanish and Iberian Studies)
2003-2007
Dan Berve Skills
- Retirement Planning
- Wealth Accumulation Strategies
- Strategic Planning
- Deferred Compensation Plans
- Disability Income Insurance
- Estate Planning Strategies
- Informal Business Valuation
- Mutual Funds
- Pension Plans
- Retirement Plans
- Succession Planning
- Coaching
- Leadership
- Management
- Team Building
- College Funding
- Charitable Giving
- Buy-Sell Agreements
- Diversity and Inclusion
- Executive Benefit Strategies
- Financial Needs Analysis
- Group Life Insurance
- Income Protection
- Key Person Insurance
- Long-Term Care Insurance
- New Business Development
- Survivor Income
- 401 (k), 403(b) SEP & SIMPLE IRAs 529 Plans
- Annuities (Fixed & Variable)
- Asset Allocation Analysis
- Benefit Check-Up
- Brokerage Accounts
- Business Continuation
- Buy-Sell Review
- Current Policy Review
- Estate Conservation
- Executive Bonus Plans
- Financial Seminars
- Group Annuities
- IRAs (Traditional & Roth)
- Life Insurance (term, universal, whole)
- Retirement Account Reviews
- Salary Continuation
- Split Dollar Plans
- Supplemental Retirement Income
- Tax-Deferred Savings
Dan Berve Summary
- Dan Berve, based in Denver, CO, US, is currently a Director of Financial Wellness at Balefire Wealth. Dan Berve brings experience from previous roles at Balefire Wealth, VisionPoint Advisory Group, Principal Financial Group and Minnetonka Public Schools. Dan Berve holds a 2009 - 2012 Master of Education (M.Ed.) in Applied Kinesiology @ University of Minnesota-Twin Cities. With a robust skill set that includes Retirement Planning, Wealth Accumulation Strategies, Strategic Planning, Deferred Compensation Plans, Disability Income Insurance and more. Dan Berve has 2 emails and 1 mobile phone numbers on RocketReach.
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Dan Berve
Director of Financial Wellness
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