Daniel Koerner, CPA, CFP®

Financial Advisor - Avantax

Check me out on BrokerCheck

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.  Dan is also a CERTIFIED FINANCIAL PLANNER practitioner and holds Series 7 and Series 66 securities licenses, as well as a state insurance license.

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