2024 -now Member Board of Directors @ PLAN of Massachusetts and Rhode Island
2026 -now President-Financial Planning Association @
1997 -now Certified Financial Planner @
1986 -now Partner @ Boston 128 Companies, Inc.
2014 -2015 Past-President @ Financial Planning Association of MA
1986 -now Principal @
1999 -now Registered Representative @ Ameritas Investment Company LLC
Dan Galli Education
Bridgewater State University
Master's degree (Education Administration)
1981-1982
Boston University
Bachelor of Arts (BA) (Elementary Education)
1968-1972
Dan Galli Skills
Board Level
Investments
Retirement
Investment Advisory
Asset Managment
Financial Planners
Insurance
FINRA
Dan Galli Summary
Dan Galli, based in Boston, MA, US, is currently a President-Financial Planning Association at Financial Planning Association (FPA). Dan Galli brings experience from previous roles at PLAN of Massachusetts and Rhode Island, DANIEL J. GALLI & ASSOCIATES, Boston 128 Companies, Inc. and Financial Planning Association of MA. Dan Galli holds a 1981 - 1982 Master's degree in Education Administration @ Bridgewater State University. With a robust skill set that includes Board Level, Investments, Retirement, Investment Advisory, Asset Managment and more. Dan Galli has 4 emails and 1 mobile phone numbers on RocketReach.
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