Dan Bolan
Financial Advisor
CFP®, MBA
With over 20 years of financial sector experience, Allworth's Dan Bolan is an advisor in our Riverwoods, Illinois, office. A Certified Financial Planner® professional, Dan earned his Bachelor of Science (BS) degree in Finance from Creighton University and his Master of Business Administration (MBA) degree from DePaul University. Dan is a former member of the Chicago Mercantile Exchange and lives in the western suburbs with his wife and three children.
Latest Insights
Why a Real Financial Advisor Matters in an AI World
AI can be a powerful tool, but when it comes to building a personalized, adaptable financial plan, there’s no substitute for the judgment, …
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The Hidden Risk of Letting Taxes Lead Your Investment Decisions
If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.
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Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio
Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …
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