Dan Gross, RICP®,
President & CEO
A respected independent financial strategist and educator, Dan is the President and CEO of Michigan-based Oakmont Financial, LLC. He has helped hundreds of individuals and business owners across the nation protect their net worth from major eroding factors such as taxes, finance costs and stock market losses. In addition to working with his own clients, Dan has trained CPAs, attorneys and financial advisors across the country since 2011 on various safe money strategies for the benefit of the families they serve. Dan has been a guest speaker at multiple Fortune 500 Companies and Non-Profits as well as public forums to discuss Wealth Accumulation/Distribution, and Safe Money Solutions. Dan is passionate about making high-level financial planning accessible to everyone — because peace of mind about your future shouldn’t be reserved only for those in the top tax bracket. And Dan wholeheartedly believes the best interest of the client can only be served by a truly independent financial professional.