Dan Chory, CFP® has joined Balanced Approach Wealth Management, where he works closely with the firm’s owners to support the delivery of a highly personalized, high-touch planning experience for clients. He plays a key role assisting with investment and tax planning, and helping analyze complex scenarios so clients can make informed decisions with clarity and confidence. Dan’s thoughtful, detail-oriented approach helps ensure each client’s plan is aligned, accurate, and executed seamlessly.
Originally from the Boston area, Dan earned his degree in Economics from the University of Massachusetts, Amherst. He holds the CFP® certification, along with Series 7 and 63 securities licenses, held through LPL Financial. He is additionally Life and Health insurance licensed. Based in the South Bay of Los Angeles, he enjoys strength training, surfing, traveling, and spending time outdoors, especially with his golden retriever.
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