Daniel A. Flick, CASL®, CLU®, ChFC®, CFP®

Daniel A. Flick, CASL®, CLU®, ChFC®, CFP®

Partner, Financial Planner

Since 1981, people have been doing business with Dan because he is true to his faith, trustworthy, and keeps his promises. He strives to reduce complex problems to simple solutions that clients can easily understand. This is done by getting to know the needs and goals of the clients on both a personal and business level.

Dan is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Chartered Life Underwriter® (CLU®), a Chartered Financial Consultant® (ChFC®), and a Chartered Advisor for Senior Living® (CASL®). He holds a bachelor’s degree in mathematics from Carnegie Mellon University.

He is licensed to sell life and health insurance in Pennsylvania, Florida, Ohio, North Carolina, South Carolina, Virginia, and West Virginia, and is registered to offer securities products in Pennsylvania, Arizona, Florida, Georgia, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Virginia, Washington, and West Virginia.

Dan is a member of the Beaver Falls Rotary Club, the Salvation Army of Beaver County board, the Patterson Christian Ministry Fund board, and serves on the Beaver Valley Community Concert Association. He has also served on the Young Life Beaver County Committee and the Beaver County Christian School Board.

Dan and his wife, Louise, have three children, Melanie, Alan, and Kevin, and four grandchildren. In his free time, Dan enjoys wallyball, golf, pickleball, riding his bicycle, traveling with Louise, and spending time with his family.