Focus Financial Planning Business Wealth Background

Daniel A. Bullard, CLU, ChFC, Principal

A graduate of Deerfield Academy and Yale University ('63), Dan began his career in financial services in 1963. He established his own firm in 1977. His professional achievements include Chartered Life Underwriter and Chartered Financial Consultant; Registered Representative of The O.N. Equity Sales Company member NASD / SIPC, Life qualifying Honor Roll Million Dollar Round Table member, National Association of Life Underwriters, Life Underwriter Political Action Committee, Advanced Association of Life Underwriters as well as past president of his local association. Locally, Dan served on the board of the Police Commission, is active in his church, is a member of the Stony Creek association board and a member of the Chamber of Commerce. In the past, he has served as elected official to the Branford Representative Town Meeting and member of the local Economic Development Commission. He frequently travels around the country addressing industry groups on various concepts related to wealth strategies.

Daniel A. Bullard is a Registered Representative of and offers Securities through The O. N. Equity Sales Company, Member NASD / SIPC. Life Insurance products and Securities licensed in CT, NY, NJ and MA. Dan is certified to represent Connecticut Partnership for Long Term Care. Bullard Cahill Financial, Inc.is independently owned.


 

Bullard Financial, Inc. • 175 N. Main Street • Branford, CT 06405
(203) 488-4488 • fax (203) 488-3053