Dan Gallagher

The broad topics in my book, The Secrets of Successful Financial Planning, are appropriate for nearly all groups. This material will edify & entertain because of the many dramatic true tales of client triumph and tragedy that I have accrued over 30 years and placed in the book. I am unbiased, having retired from all licensures and registrations in December 2017, yet remaining current with the trade. Related topics are possible, such as Catholic or other Christian perspectives on financial planning topics. I am also happy to share mesmerizing tales of both scientific research and fiction related to cryptozoological animals (see Fiction section of AuthorDan.com)

From Johnnie Ho, V.P. of Delta Environmental Consultants (now Antea Group): "Dan Gallagher did a financial planning presentation for my team in the Charlotte, NC office – I thought we could all benefit from a little more knowledge in financial planning. We were all pleased with the quality of his presentation and Dan’s knowledge of the subject matters. Dan carried himself well, poised, informative but not promoting, and concisely fielded questions. He respected that he was a guest, and he showed genuine concern for people."

From Timothy Shinn, TIAA-CREF (At the time of the presentation, a Bank of America officer and St. Gabriel Catholic Church parisioner): "Dan Gallagher's "Morality and Demographics" presentation (St. Gabes church seniors & other guests, February 2008) was eye opening and helpful for attendees' investment strategies. Though it was a religious audience, the conference hall was filled with about seventy or so people whose initial skepticism about an investment talk quickly turned to appreciation. That was because it was philosophically appropriate and had helpful admonitions to steward portfolios with what proved to be prudent defensiveness. Dan did not predict the recession, but related from his realty and other experience that protecting assets rather than exposing them to long-term bonds & equities would be increasingly prudent. Research he articulately explained included H.S. Dent's & others. Dan was trusted by the pastor and my wife (the organizer) and he merited that trust."