Dan Palmer, CFP®, AIF®

Dan Palmer, CFP®, AIF®

Managing Director

Dan is a Managing Director at SageView Advisory Group, leading the firm’s Fort Wayne, IN office. He works with institutional plan sponsors on qualified retirement plan consulting and investment management, as well as individual clients on their personal financial planning and wealth management needs.

Before joining SageView 2023, Dan was the founder and president at Palmer Retirement Consulting in Fort Wayne, IN. His previous experience includes roles with Rehmann Financial, Hylant Financial Services, as well as a few years with a large Midwestern insurance company.

Dan has a bachelor’s degree from Indiana University’s Kelley School of Business in Bloomington, IN. He also holds the CERTIFIED FINANCIAL PLANNER™(CFP®) and Accredited Investment Fiduciary (AIF®) designations. Dan maintains Series 7, 63, 65 and 24 securities registrations as well as Life, Health and Accident insurance licenses.