Clu® Cfp® Dan McPherson Awma™

Idaho Falls, ID, US

Clu® Cfp® Dan McPherson Awma™ Work

Owner @ Strategic Wealth Concepts

Present

Clu® Cfp® Dan McPherson Awma™ Education

2009 - 2013 Master of Financial Planning @ Institute of Business & Finance

2010 - 2010 CTS @ Institute of Business & Finance

2005 - 2009 Certified Financial Planner @ The American College

2007 - 2007 Series 66 @ FINRA - Financial Industry Regulatory Authority

2000 - 2004 Bachelor @ Southern Utah University

Chartered Financial Consultant @ The American College of Financial Services

Clu® Cfp® Dan McPherson Awma™ Skills

Strategy

Start-ups

Business Strategy

Marketing

Business Development

Leadership

Innovation

Product Management

Strategic Planning

Entrepreneurship

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