Dan Oaklief

DAN OAKLIEF, ChFC®, RICP®

Investment Advisor Representative
& Insurance Professional

Dan entered the financial services industry in 2016 with the goal of developing investment and insurance strategies for individuals, families, and business owners. Dan is passionate about utilizing financial planning to positively impact the lives of his clients. Dan, a Cleveland native, and St. Ignatius graduate, joined AXA Advisors as a Financial Consultant after graduating with a bachelor’s degree in finance and accounting from Maryville College in Maryville, TN. While attending Maryville College Dan was a member of the varsity baseball team. Dan passed his Series 7, 63, and 66 exams and holds life and health insurance licenses. He is also a Retirement Income Certified Professional (RICP®) and Certified Plan Fiduciary Advisor (CPFA®). He is a member of both the National Tax-Deferred Savings Association (NTSA) and the National Association of Plan Advisors (NAPA). Dan enjoys traveling, exercising, and fishing.
What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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