Dan O’Sullivan

Dan is a Financial Services Representative, licensed in Life, Accident, and Health insurance, and has the Series 7 Securities License. A graduate of Montclair State University, Dan is dedicated to helping individuals and families protect what matters most while planning for their future. He works closely with clients to understand their unique needs, providing education on insurance programs, tailored recommendations, and overall guidance to support their financial objectives and protection goals.

Dan grew up in Randolph, New Jersey, where his passion for sports, creativity, and building connections shaped his drive and determination. Today, he continues to stay active through golf, local recreational leagues, and marathon running, always pushing himself beyond his limits. He also enjoys playing the ukulele and spending time outdoors. Known for his relentless mindset and commitment to achieving any goal he sets, Dan brings that same dedication to his career—pursuing the knowledge, and client relationships needed to help others build strong, lasting financial strategies.

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ