Advisor profile


My approach

Dan Mihaescu - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Dan Mihaescu - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Michigan Bachelor of Arts with High Distinction 1997
  • University of Michigan Bachelor of Musical Arts Performance (Voice) 1997

Interests

  • I am a classically trained opera singer.
  • I completed the Master Gardener course and enjoy gardening.
  • My family means the world to me, and I love spending time with my wife Anela and son Ethan.

Community participation

  • President, Brazilian Cultural Club of Detroit
  • AmeriCorps Member, Michigan Groundwater Stewardship Program
  • Treasurer, Citizens for Religious Freedom

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.