Dan Bennett, CFP®
Intentional financial planning & investment management
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Lake Water Advisory
Dan Bennett, CFP®
Lakewood Ranch, FL
Intentional financial planning & investment management
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Dan Bennett shares his extensive financial experience with clients across the country by taking a modern approach to financial planning. He serves high-earning families by helping them make smart decisions with their money.Specialties include: investment planning, retirement strategies, business entity structuring, insurance, estate and tax planning.
Most of Dan’s spare time involves spending time with his wife Candice, daughter Lennon, and son Hayes. They currently reside in Skaneateles, NY and love exploring, trying new restaurants, and staying active.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- The AGC
Primary Location
Lakewood Ranch, FL
Additional Locations
📍 Skaneateles, NY
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Lake Water, we help align your time, money, and energy to what you value most. We treat your finances as more than numbers on a spreadsheet.Our industry believes complexity is job security. Most advisors use confusing jargon and slick sales techniques, mostly for their benefit. You won’t get that with us. You’ll understand where you are today, what you own and the steps to take to live your most optimal financial life. Free of conflicts
"What sets us apart is our unwavering commitment to the values of transparency and education. I believe every client should have a clear understanding of their financial situation and the strategies we develop to help them achieve their goals. That’s why I take the time to educate the families and businesses I serve about the options available to them and empower them to make well informed decisions." - Dan Bennett, CFP®
Education
B.S in Finance at Florida Southern College
Hobbies and Interests
- Basketball
- Eating Out
- Exercising
- Family
- Hunting
- Running
- Skiing
- Surfing
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Contractors
- Corporate Executives
- Dentists
- Dual Income Family
- Gen X
- Living in Retirement
- Sales Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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