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LinkedIn | dfuriness@kbfcllc.com

Dan is responsible for the execution and delivery of the firm’s insurance and financial planning services to its clients. He has broad experience in sophisticated insurance case design, retirement planning, executive equity compensation and philanthropic planning.

Prior to joining KB Financial, Dan was a management consultant for an international firm where he focused on mergers and acquisitions and corporate strategic planning. Dan, a Certified Financial Planner (CFP®), completed his MBA in Finance at Rutgers University and received an undergraduate degree from Lehigh University.

Dan enjoys golf, tennis and hiking with his family. He lives in Yardley, Pennsylvania with his wife and their three children.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

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KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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KB Financial Partners LLC - Broker Dealer Disclosure

Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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