Dan Koerner, CPA, CFP®
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Dan received his BS in Accounting from The University of Scranton in 2014. He began his career as an accountant at Deloitte & Touche, LLP and primarily served clients in the banking and securities industry.
Dan joined Koerner & Koerner, P.A. in 2016 and is responsible for providing tax and accounting services to physicians, chiropractors, dentists, and small business owners.
Dan is also a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7 and Series 66 securities licenses, as well as a state insurance license.