Daniel J. Crocker, CFP®, is a Registered Securities Principal with LPL Financial, and founder of Sage Financial. A graduate of Millersville University, Millersville, PA with a Bachelor of Science in Finance and a minor in Economics, Dan began his career in 1989 with IDS Financial Services. Dan received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 1993. He holds securities registrations 7, 24 and 63 through LPL Financial as well as Life, Health, and Variable Annuity insurance licenses. He is a member of the Financial Planning Association.
Dan helps his clients pursue their goals and objectives through comprehensive financial planning, including wealth management, retirement planning, college planning, and estate and insurance analysis. Dan feels an ongoing personal relationship with each client provides the key in pursuit of a smart plan. All of his clients have one thing in common: The desire to pursue their dreams and the need for an experienced professional team to help them create and implement a plan to get there.
Acting on his strong beliefs on the importance of giving back to the community, Dan has been a major sponsor of the Leukemia and Lymphoma Society since 2004. Dan lives in Lancaster with his wife and two children. In his free time, he enjoys vacationing with his family and friends, golfing, boating, fishing, and is an avid Pittsburgh Steelers fan.