Associate Retirement Plan Consultant
Dann Horowitz, CPFA™, AIF®
Aldrich Wealth LP
Dann's EXPERTISE
- Certified Plan Fiduciary Advisor (CPFA™)
- Accredited Investment Fiduciary (AIF®)
- Client services and support
- Project management and administration
- Executive support
Dann Horowitz joined Aldrich Wealth in 2022. He has over 25 years of experience across multiple industries, including investment management, professional services, engineering, and global human resource consulting in the United States and internationally in Canada and the United Kingdom. He is a Certified Plan Fiduciary Advisor (CPFATM) and Accredited Investment Fiduciary (AIF®).
Dann obtained a Bachelor of Arts from McGill University in Montreal, Canada, and an Associate of applied science from Portland Community College, and is a current FINRA Series 65 license holder.
Dann is passionate about sharing his knowledge of personal retirement readiness with others. Outside of work, Dann enjoys spending time with his family and friends and experiencing all the wonders, both big and small, that life has to offer.
