Dan Brascetta, CFP® knows the amount of financial advice available can be overwhelming and contradictory. Dan enjoys providing clear and concise direction to those who are unsure who to listen to regardless of whether they choose to work with SHJ.
Before coming to SHJ, Dan spent 11 years in the RIA space as both an advisor and investment consultant. After experiencing many different types of RIAs, Dan was impressed by the work SHJ does and wanted to help increase its impact. He joined SHJ Wealth Advisors in 2021 as the Business Development Manager. Whether he is out speaking with clients, potential clients or the public at large, Dan delivers sound financial advice with passion.
Outside of work you will find Dan and his wife, who was his high school sweetheart, wrangling their three young boys and running a budding personal training business together. Dan also coaches his boy’s baseball and wrestling teams.
Did you know…Dan attended Oregon State University on a wrestling scholarship and was recognized as an All-American in Greco-Roman wrestling.
Education & Certifications
CFP®, CERTIFIED FINANCIAL PLANNER™
B.A. in Economics
University of Oregon
