Foran Financial Team
CFP®, CFS®
Daniel Foran
President and Founder
Daniel Foran, President, and founder of Foran Financial Group is a respected industry leader and educator with over 30 years of experience in financial management. He specializes in retirement planning and income distribution. After Dan’s father passed away, he was drawn to the industry when he successfully managed his family’s finances while navigating the complexities of their estate. He pursued an economics degree and career in finance that he still has a passion for today....
CFP®, AIF®, CHSNC®, CFS®
John Foran
Wealth Advisor
With honesty and integrity, John strives to provide his clients with the tools and advice needed to help them effectively […]
Jennifer Lynn Roberto
Operations Manager, Office Manager
Jennifer joined Foran Financial Group in 2002. Jennifer is responsible for the day to day operations of the practice. Persistent […]
Diane Zychlinski
CLIENT SERVICES MANAGER
Diane joined Foran Financial Group in 2007 as a Client Services Manager. She handles an assortment of daily operational tasks […]