Daniel R. Casella is Executive Director of Consulting with Strategic Retirement Group, Inc. Dan has over 17 years of experience advising plan sponsors of all types of retirement plans; including 403(b), 401(k), 457, Non-Qualified and Defined Benefit plans, with specific expertise in healthcare, not-for-profit, and industrial clients. Prior to joining SRG in 2010, Dan was part of UBS Institutional Consulting, an elite group of advisors selected on the basis of their expertise and qualifications. Previously, he also served the needs of mid- to large-size retirement plans as Senior Benefits Consultant with Gallagher Retirement Services.
Dan received his B.A. from University at Buffalo, completed the Financial Planning Certificate Program at Pace University, passed the CFP® exam in 2007 and was a CERTIFIED FINANCIAL PLANNER™ professional from 2008 to 2011. He also previously held Certified Pension Consultant and Qualified Pension Administrator designations by ASPPA (American Society of Pension Professionals & Actuaries, member 1999-2007).
Dan holds FINRA 6, 7, 26 and 63 registrations through Triad Advisors and Series 66 through both Triad Advisors and Strategic Retirement Group. He is an Investment Advisor Representative of Strategic Retirement Group, Inc., a SEC Registered Investment Advisor.