Daniel F. Flynn, MBA, CFP®
Private Wealth Advisor - Campbell, CA
After two decades in corporate America with Applied Materials, FSI International and Dow Chemical, Dan began his career as an advisor with Sagemark Consulting / Lincoln Financial Advisors in 2002. Dan now has over two decades working with executives, professionals, and retirees to develop tailored strategies for retirement, investments, wealth management, equity compensation, and estate planning. By understanding each client’s unique goals and circumstances, Dan strives to empower them to make informed, confident decisions about their financial future.
Dan earned his BSChE degree from the University of Michigan. He earned his MBA from The Wharton School of the University of Pennsylvania. Dan is a CERTIFIED FINANCIAL PLANNER® practitioner.
Dan joined the Aegis Consulting team and Commonwealth Financial Network® in 2025. In his free time, he enjoys hiking, biking, skiing, music, art, and travel.