Dani Meyerovitz, CFP®
Dani began his career in 2000 with UBS in New York. After spending two successful years working in various aspects of investment management and research, which developed his strong analytical knowledge base, he moved to Dallas and joined Financial Planning Associates in 2002, where he currently holds the office of President.
Dani's expertise in a broad scope of various aspects of the wealth management process allows for a significant impact to the firm. He focuses on asset protection, income generation, tax mitigation, and addressing the challenges specific to successful executives, business owners and physicians. Dani's passion is reflected in his high empathy and genuine concern for clients, and he has established lasting, professional, working relationships with clients more than twice his age.
Dani completed the Certified Financial Planner (CFP ®) education program at Southern Methodist University, earning the designation in 2009. He also holds a BA in Psychology from the University of Texas in Austin with a focus in Business Foundations at The McCombs School of Business. He is a member of the Financial Planning Association, the Society of Financial Service Professionals, and holds Series 7, 66, and Life and Health Insurance licenses, in various states countrywide.
Dani enjoys spending as much time as his busy schedule allows with his wife and two sons. He is an expert and avid downhill skier, plays in a recreational basketball league, enjoys traveling with his family when the opportunity arises, and supporting many of his favorite local sports teams. He currently serves on the board of two non-profit organizations.