Daniel B. Carey, CFP®

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Daniel Carey CFP®

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Daniel B. Carey, CFP®

Mentor Capital Management, Inc.

Daniel is a member of the board of directors and vice president of Mentor Capital Management Inc. He joined the Mentor team in August 2007. He formerly was employed with Clune & Associates, a financial advisory firm in Chicago, where he had worked since June 2000.

Daniel is registered with the Illinois Securities Department as an Investment Advisor Representative. He completed the College for Financial Planning professional education program and was awarded the Certified Financial Planner distinction in March 2004. Daniel advises clients on a broad spectrum of wealth management issues and is licensed to provide guidance on life, health, disability and long-term care insurance.

A graduate of The University of Notre Dame, Daniel has a degree in Finance and Computer Applications. While at Notre Dame, he was a member of the Fighting Irish football team, where he held the position of defensive lineman and snapper.

Outside the financial world, Daniel is an active member of the Notre Dame Club of Chicago and the Hamburg Athletic Association. He is an avid sports fan who enjoys attending football games at his alma mater and many baseball games in his hometown, on the South Side of Chicago. He also enjoys volunteering for his favorite charities: Misericordia and the Special Olympics.

Services
Investment Management
Financial Planning
Retirement Planning
Risk Management
Tax Planning & Preparation
Estate Planning
Professional Designations
CERTIFIED FINANCIAL PLANNER™
practitioner
Registered Investment Advisor (RIA)
Membership & Associations
Financial Planning Association (FPA)
Additional Info
Accepting New Clients
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