Daniel Koven works with closely-held business owners, Independent Educational Consultants, and families to help them achieve their personal and financial goals. His planning will focus on the well-being of your business and family, on how you can position your business to grow and retain key employees, build value in your business for an exit strategy, and make sure you can pay all your financial obligations with peace of mind.
Daniel holds a bachelor's degree from Hofstra University. Outside of his professional activities, he enjoys gardening, finding vintage, mid-century modern furniture, walking in his neighborhood of Broomall, PA, and exploring the great restaurants and State Parks of the Greater Philadelphia region.
Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of Guardian, CA insurance license #0M64997.