Daniel J. Flanagan, CPA/PFS, CFP®, AEP®

Senior Wealth Advisor

Dan brings more than 20 years of financial planning, wealth management, and accounting experience to his role at Frank and Flanagan. His unique combination of advisory and tax experience has great appeal among the entrepreneurs and executives who are his typical clients.

“My clients are often self-directed investors who have reached a point in life where they need a second set of eyes and ears to help answer their money-related questions,” Dan says. Are they saving enough for retirement? When should they start taking Social Security? Can they improve investment returns without taking on too much risk? Are there ways for them to lower their taxes?

Dan enjoys collaborating with clients to offer personalized, holistic solutions for complex financial questions such as these.

In addition to his CPA/PFS certifications, Dan is also a CERTIFIED FINANCIAL PLANNER (CFP®) professional and an Accredited Estate Planner® (AEP®). A former president of the Boston Estate Planning Council, he is still an active member of that organization.

After graduating from the University of Massachusetts Dartmouth with a BS in accounting, Dan began his career as a CPA with Tofias (now CBIZ), a regional accounting firm. There he handled audit and tax compliance work for closely held companies and their shareholders.

While at Tofias, Dan attended Bentley University to attain his master’s degree in financial planning. In 2000, he began his advisory practice at Tanager, an independent wealth management firm, and remained there until 2010 when he joined Lexington Wealth Management as a managing director and partner. He moved his practice to Canby Financial in 2014.

Born in Holliston, Massachusetts, Dan now lives in Sudbury with his wife, Kristin, with whom he celebrated 25 years of marriage in 2023. They have two daughters, Grace, 21, and Hallie, 12.

Dan’s faith is central to both his professional and personal interactions. His family is heavily involved in St. Anselm’s Church in Sudbury and Cursillo, a Catholic retreat. Dan is also an active member of CBMC, a Christian businessmen’s organization.

Keeping a lively approach to exercise is Dan’s key to staying healthy and managing life’s pressures. He fondly recalls running the Falmouth Road Race with his daughter Grace, who loyally cheered him on at the finish line 30 minutes after she had completed the race. He has also coached youth soccer teams for both of his daughters. An avid golfer, he is always looking for advice to help him achieve his goal of breaking a score of 100.