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Dan Boudreau

Dan Boudreau

Investment Advisor Representative, Tax Preparer

Dan Boudreau is a Tax Preparer and is an Investment Adviser Representative with Avantax Advisory Servicesâ„ . He is a Registered Representative with Avantax Investment Servicesâ„ . Dan is an electronic engineering graduate from University of Connecticut. He served in the US Navy supporting our country’s nuclear submarine fleet. He completed the Certified Financial Planning Program from UCLA. Dan also completed the Business and Accounting programs at Riverside Community College.

After working several years as a circuit designer and Project Engineer for the Aerospace and commercial industries, Dan decided to apply his analytical and organizational skills helping others plan for their financial future. Dan always had a keen interest in financial planning, especially in the area of taxes, retirement, education funding and investments. Having raised four children who are all college graduates, Dan understands the importance of being prepared to maneuver the college application and funding minefield.  He is excited about sharing his personal experiences with others. Dan also has a passion for educating clients about the importance of planning for retirement.

Dan enjoys traveling, hiking, camping, reading and spending time with his wife, four children and one grandchild.  Dan also enjoys time spent with his church family.