Daniel Koerner, CPA

Financial Advisor - Avantax

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Dan received his BS in Accounting from the University of Scranton in 2014. Upon graduation, Dan worked for two years at Deloitte & Touche. While at Deloitte, Dan primarily served banking and securities clients and specialized in CMBS, MBS, and ABS structured finance transactions. He has passed the FINRA Series 7 and 66 examinations and is also licensed to offer life, disability, and long term care insurance. Dan is a Certified Public Accountant.

Phone 732-244-2323
Fax 732-244-1571
Website Koernercpa.com