Daniel J. Morse, CFP® AIF®
610-520-1500 x 122
(CFP) Certified Financial Planner
(AIF) Accredited Investment Fiduciary
Daniel Morse, wealth advisor with Independence Square, started his career in the financial services industry with Whipple & Associates/MassMutual Financial Group, prior to becoming an independent advisor in 2008. In 2010, Dan joined with Independence Square to form Independence Square of South Jersey.
As a partner with the company, Dan enjoys working closely with clients as well as other financial advisors in the group to create sound investment strategies.
Dan’s practice focuses on three main areas:
1) Comprehensive wealth management planning
2) 401k and Pension Plan Due Diligence, Fiduciary Consulting
3) Insurance brokerage
Dan currently resides in Cherry Hill, New Jersey, with his wife Liz and their sons Danny and Austin, where he is an active member of the community, serving on the board of Total Rehab and Fitness, working with The National Multiple Sclerosis Society Greater Delaware Valley Chapter, and the Association of Networking Professionals (ANP). Dan enjoys golf, surfing, and spending time with his family and friends at the beach in Ocean City, NJ.