Biography

Dan Candura, CFP® provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the United States , Canada and Europe through in-person courses and webinars. As President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. Dan serves as the CFP® Ambassador for the Boston area.


Dan writes a monthly column “Ask the Ethicist” for Investment News and appeared as a featured expert on the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, Investment News, and quoted in The NY Times and other publications. In 2015, Dan appeared on the cover of both the NAPFA Advisor and Investment News. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. 

He is a member of the Financial Planning Association and a NAPFA registered financial planner. 


© Candura Group, LLC 2015