Investment Advisor Representative
Dan Zakes joined the Common Sense Retirement Planning team as an Investment Advisor Representative in March 2017. He enjoys building relationships with clients and solving the challenges they face to achieve their financial goals.
Dan graduated from Northland International University in 2011. He has passed the FINRA Series 6, 63 and 65 securities exams and holds his South Carolina life insurance license.
Dan moved from rural Utah to South Carolina and married his wife, Jessica, in 2017. They enjoy their involvement at Palmetto Baptist Church and working on their home in Greenville. When time permits, they love adventuring in the Carolina mountains, traveling and volunteering together.