Daniel Yergan Email & Phone Number
Lead Wealth Advisor @ Fidato Wealth
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Daniel Yergan Location
- Youngstown, OH, US
Daniel Yergan Work
- 2026 -now Lead Wealth Advisor @
- 2024 -2026 Wealth Advisor @
- 2023 -2024 Associate Wealth Advisor @
- 2023 -2023 Senior Financial Planner @
- 2021 -2023 Financial Planner @
- 2019 -2021 Associate Financial Planner @
- 2018 -2019 Financial Planning Intern @
- 2018 -2018 Wealth Management Intern @
- 2017 -2017 Business Analyst @
- 2017 -2017 Ecommerce Intern @
- 2016 -2017 Marketing Consultant @
- 2012 -2017 Email Marketing Specialist @
- 2016 -2016 Social Media Intern @
Daniel Yergan Education
- Kansas State University
MS in Personal Financial Planning, Certificates in Financial Therapy and Advanced Financial Planning
2021-2023 - Youngstown State University
BS in Business Administration, Certificate in Financial Planning, Magna Cum Laude
2015-2019 - Global University
Ministerial Studies
2013-2015
Daniel Yergan Summary
- Daniel Yergan, based in Youngstown, OH, US, is currently a Lead Wealth Advisor at Fidato Wealth. Daniel Yergan brings experience from previous roles at Fidato Wealth and Valmark Financial Group. Daniel Yergan holds a 2021 - 2023 MS in Personal Financial Planning, Certificates in Financial Therapy and Advanced Financial Planning @ Kansas State University. Daniel Yergan has 2 emails and 4 mobile phone numbers on RocketReach.
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