scheduleconsultation

Daniel Girard, Jr., LUTCF 

Managing Partner, Founder, Financial Advisor

Dan@G9Financial.com

508-865-9599 x102

 

Background:

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.

Specialties:

Retirement Income Planning

Certifications:

LUTCF (Life Underwriting Training Council Fellowship)

Awards:

Named 2014 Worcester Business Journal 40 Under 40
Member of the Million Dollar Round Table

Degree:

Worcester State College – Bachelor of Business Administration

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

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

Interests:

Baseball, golf, crossfit, Big Ten College Football, and Passionate New England Sports Fan.

Family:

Wife Rebecca; children Louisa, Gabriella, and Daniel III.

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