Daniel R. Gehl
Financial Planner
Daniel R. Gehl from The Wiser Financial Group on Vimeo.
Bio
I have had the privilege of working with a number of clients as a financial planner with The Wiser Financial Group, a financial services firm located in southwest Michigan. Each of my individual and business clients have a unique financial need. I take the time to understand what's important to each of my clients before I recommend a particular product or service. This approach has helped many of my clients in obtaining their financial goals. It's also helped me acquire their trust and confidence, which is something I strive for as a financial professional.
Specialities
My areas of concentration are estate and investment planning, financial and insurance planning and retirement distribution strategies.
Experience
Investment Advisor Representative
The Wiser Financial Group | Financial Services Industry
1996 - Present
General Agent
John Hancock | Financial Services Industry
1976 - 1996
Industrial Affiliations
Past President - National Association of Insurance and Financial Professionals - Southwest Michigan Chapter
Past President - Society of Financial Service Professionals - Southwest Michigan Chapter
Past President - General Agents and Managers Association of Southwest Michigan
Education
University of Michigan
Pharmacy
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
The American College
Life Underwriting Training Course Fellow
Graduate
Agency Managers Training Council
Personal
I have been married to Pam since 1973 and we have two wonderful children, Rob and Steve. In my spare time I enjoy traveling, golfing, boating and spending time with my grandchildren.
Individuals with Wiser Financial Group are Registered Representatives with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. Neither TFA nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of TFA.