As a succession planner, Dan Iosue, CFP® leverages his more than decade of experience in corporate leadership and financial planning working with clients to help them achieve their long-term business goals. He works with business owners and key executives to overcome challenges that impact business success, keeping them focused on sustainability and growth.

Born in New York City, Dan grew up in Winter Springs, Florida and earned a bachelor’s degree in psychology from Macalester College where he played both Football and Baseball. Today, he lives in Winter Park with his wife, Louise, and daughter, Ava. He is a board member for the Crealde School of Art in Winter Park and a Founder’s Club member of CrossFit Winter Park. In Dan’s spare time he also enjoys Brazilian Jiu Jitsu, photography, and working on his motorcycles.