Dan Frandsen, Wealth Advisor & Social Security Planner
Dan Frandsen
Wealth Advisor, Heritage Wealth Management
Professional Profile
Meet Dan Frandsen, a dedicated Wealth Advisor at Heritage Wealth Management located in Utah. With over nine years of experience in the financial services sector, Dan specializes in Life Insurance and is passionate about empowering individuals to navigate the complexities of money management. His educational credentials are impressive, holding an MBA from the Cox School of Business at Southern Methodist University with concentrations in Financial Consulting and Brand Management, along with a Bachelor of Arts degree from Weber State University. Dan has also passed the Series 65 Exam and holds life and health insurance licenses, ensuring he can provide well-rounded financial guidance.
Dan Frandsen has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Dan’s commitment to your financial well-being sets him apart. He emphasizes the importance of saving, investing, and safeguarding your financial future. His diverse background, enriched by living and working abroad in Japan and his extensive travels across 34 states and 36 countries, allows him to bring a unique global perspective to his clients. Respected in the industry for his in-depth knowledge and reliability, Dan is an invaluable asset to our team, ready to assist you in achieving your financial goals.
Whether you're looking to optimize your retirement strategy, explore Social Security options, or ensure your family's financial security, Dan is here to help. Located in the heart of Utah, he is your trusted advisor committed to guiding you every step of the way. Experience the difference of working with a professional who truly cares about your financial success.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.