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Dan wearing a New England Patriots shirt, his wife with a Do Your Job hat on, and his three children
Dan at an event in front of a banner with a woman holding a wine glass

Daniel’s career started at Mutual of Omaha, but he soon realized that he wanted the challenge and freedom of owning his own business. Daniel founded Girard Financial Group (GFG) in 1999. 

 

With the addition of Managing Partner Michael Crotty, GFG was rebranded G9 Financial in 2018. Daniel’s goal has remained the same throughout his career: to provide unbiased, objective financial advice. He drives himself and the associates of the firm to help people and offer financial education.

Boards

  • NAIFA MA – Board Member 2010 to 2017

  • NAIFA Central MA President from 2006 to 2008.

  • Blackstone Valley Chamber of Commerce – Board Member 2015 to 2018

  • Assumption School (Millbury, MA) – Board Member 2014 to 2018

  • Alternatives, Unlimited, Inc. – Board Member and Finance Committee Member 2014 to 2018

  • Town of Millbury – Finance Committee Member 2009 to 2015

*Honorees of Million Dollar Round Table (YEARS WON) must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year.  Qualified individuals must pay a membership fee in order to participate.  Sales amounts are independently verified by the MDRT organization through certifying letters.  Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year.  This recognition is not representative of any investment performance or returns.

Meet the Advisor Behind your Plan

Dan with a woman in a black dress and three other men, all dressed in white suit jackets and black pants on a bridge
Girard kids all smiling in front of flowers and a large white house behind them with a brick way

He specializes in Retirement Income Planning and has the designation of LUTCF (Life Underwriting Training Council Fellowship) certification.

 

Outside the office Daniel enjoys time with his wife Rebecca and children Louisa, Gabriella, and Daniel III.

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He is also a fan of baseball, golf, crossfit, Big Ten College Football, and Passionate New England Sports Fan. 

Associations

  • NAIFA (National Association of Insurance and Financial Advisors)

  • Estate & Business Planning Council of Worcester County

  • Worcester Chamber of Commerce

  • Blackstone Valley Chamber of Commerce

Awards

  • Named 2014 Worcester Business Journal 40 Under 40

  • Member of the Million Dollar Round Table*

Hear from Daniel

Check the background of investment professionals on FINRA’s BrokerCheck.

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