(858) 268-7092
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Dan Cronin
8625 SW Cascade Ave Suite 240
Beaverton, OR 97008
Other States Served: WA
Financial, Insurance, Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
Dan Cronin is a financial consultant specializing in working with federal employees and individuals interested in aligning their values and portfolios through socially responsible investing. After building a successful business as a general contractor, focusing on decorative hardscapes, Dan realized he wanted to improve more than people’s backyards and patios. In Dan’s role as a ‘financial contractor’ he is helping families focus their vision of their financial futures and identifying strategies and investments to improve retirement readiness. His goal is to help break down the often complex process of long term planning and investing into actionable, easy to understand, steps. Out of the office Dan enjoys fishing, skiing, mountain biking, trying new restaurants in Portland, playing guitar and spending time with his family, friends, and fiancée Renee.

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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