Dan Gesell began his wealth management career in 1978 and became a Certified Financial Planner^® in 1984. In addition, he is a Chartered Retirement Planning Counselor^® and a Certified Professional in Retirement Income^®. Dan joined the firm as Executive Director when he and his partner merged their firm, Professional Planning, with One Capital Management. Dan helps clients with financial planning, retirement planning, long-term capital preservation, and management of their investment portfolios. Dan enjoys giving back to his community by organizing fundraisers for Rotary International.