Daniel P. Stephans, Mosaic Wealth Consulting

As a graduate from Robert Morris University with a BS in Business Administration, I also earned the professional designations Chartered Financial Consultant (American College), Chartered Retirement Planning Counselor (College of Financial Planning), and Certified Fund Specialist (Institute of Business and Finance). I am a member of the Financial Planning Association (FPA). I hold Securities licens

e 7, 63, and 65. I am licensed for Life, Accident, Health and Annuities. As a retirement income specialist, I provide comprehensive fee-based financial planning, wealth management and estate planning services for individuals, professionals, and business owners approaching retirement or already retired. My mission is to help build and protect wealth through asset accumulation, distribution planning for individuals working towards retirement, and the efficient transfer of wealth to heirs. Your Life, Your Wealth, Our Guidance. Daniel Stephans is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer(member SIPC) and registered investment advisor. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp. He is securities licensed in AZ, CO, GA, FL, MD, NJ, NY, NC, PA, SC, VA, WA and WV. CRN-