Dan O'Doherty, CFP®, CLU, ChFC

Employee Benefits & Retirement Plan Advisor
Dan O'Doherty, CFP®, CLU, ChFC

Dan brings over 18 years of experience to CSNW Benefits with a background in insurance and financial planning. Dan continually strives to support CSNW Benefit’s goal of quality service and expertise by focusing on continuing education, monitoring industry trends and searching out opportunities to increase his knowledge and skill.

Dan holds the following designations:

CFP®: Certified Financial Planner
CLU: Chartered Life Underwriter
ChFC: Chartered Financial Consultant
RHU: Registered Health Underwriter
REBC: Registered Employee Benefit Consultant
AIF® - Accredited Investment Fiduciary®

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.