DAN CONKLIN, CEPA®, AAMS®

Dan's determination and dedication to building long-term relationships in his community is what attracted him to Hunter Street Investment Advisors. He brings over 8 years of experience in helping achieve the financial goals of a variety of clients, from individuals to businesses owners. As an experienced entrepreneur and a Certified Exit Planner Advisor®, he has a passion for helping independent business owners navigate complex financial objectives as well as successful transitions. Raised in upstate New York, Dan began his entrepreneurial and investing journey when founding his first business in the 1990s. Over the years, his work experience allowed him to travel to 49 of the 50 states and several foreign countries. Dan has been fortunate enough to live in Boston, Dallas and Los Angeles, settling in Apex, North Carolina with his wife and two daughters.

As a Certified Exit Planning Advisor (CEPA), Dan is equipped with the training, skills, and tools needed to strengthen my relationship with business owners and serve as their most trusted advisor. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s  life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

Dan enjoys hobbies such as classic auto restoration, aviation, travel, and golf. He is also an advocate for raising awareness to find a cure for Alzheimer’s Disease. Serving as a champion for the Alzheimer’s Association gave him a deeper understanding of the great need to support this cause.

Dan Conklin holds the Series 7 and Series 66 FINRA qualifications. He is a Certified Exit Planner Advisor® and an Accredited Asset Management Specialist™. Dan also holds insurance licenses for life, long-term care, and disability.