Dan Ferrara
Dan is a lead advisor with more than 30 years of experience as a financial advisor, working closely with high-net-worth individuals, families, and business owners to help them preserve, grow, and transition wealth with confidence.
Over the course of his career, Dan has advised clients through multiple market cycles, economic environments, and regulatory changes. His depth of experience brings perspective, discipline, and steady leadership to complex financial decisions — particularly in investment strategy, retirement planning, risk management, and long-term wealth preservation.
Dan takes a planning-first, client-centric approach, focusing on understanding each client’s complete financial picture before developing customized strategies aligned with their goals, values, and legacy objectives. He is known for his thoughtful guidance, long-term mindset, and commitment to helping clients make informed decisions through both calm and uncertain markets.
As part of Westchester Benefit Group, Dan collaborates closely with the firm’s in-house CERTIFIED FINANCIAL PLANNER™ professionals, as well as retained CPAs and estate planning attorneys, to ensure each client receives coordinated, comprehensive advice across all areas of their financial lives.
Dan holds the appropriate securities and insurance licenses and remains committed to continuing education to stay current with evolving markets, planning strategies, and best practices in wealth management.
Outside of the office, Dan values time with family and friends and brings the same integrity, consistency, and long-term perspective to his personal life that he brings to his client relationships.
Licenses & Registrations:
Series 7 – General Securities Representative Examination
Series 63 – Uniform Securities Agent State Law Examination
Series 65 – Uniform Investment Adviser Law Examination
Life, Accident & Health Insurance
Dan is a Registered Representative with Kestra Investment Services, LLC and an Investment Adviser Representative with Kestra Advisory Services, LLC.