Daniel Cairns, CFP®, CPA, CMA

Chief Financial Officer

Specialty: Entrepreneurship

215-348-9393
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Education:

  • BS, Bloomsburg University, Bloomsburg, PA
  • Certified Public Accountant
  • Certified Management Accountant

In Financial Services since: 1989

With Marshall since:  1995

Past and present affiliations:

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Institute of Management Accountants.
  • Financial Planning Association

Get to know:
“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long to understand it’s the cash flow that should concern them the most,” says Dan. He works with many Marshall clients who own their own businesses, offering guidance on their unique concerns relative to managing and growing a company.

A guiding influence at Marshall Financial Group since 1995, Dan is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) in addition to holding his CFP® certification.