Daniel P. Lash, CFP^®

AIF^®

VLP Financial Advisors

8391 Old Courthouse Rd, Ste 203
Vienna, VA 22182-4042

FINANCIAL ADVISOR'S WEBSITE

www.vlpfa.com

(703) 356-4360

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$75,000

Investable Asset Minimum

$250,000

General

Daniel Lash is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at VLP Financial Advisors in Vienna, VA and the surrounding communities.

Financial Advisor Overview

I am a Certified Financial Planner™ professional (CFP®) and an Accredited Investment Fiduciary (AIF®) who works with individuals, couples and small business owners. With my individual clients, I focus on overall financial goals, providing a high level of service through frequent communication and performing ongoing reviews of client goals and portfolios. I advise clients on financial planning needs and goals, such as education, retirement, insurance and estate planning. I have frequent contact with my clients which helps me make adaptations to their financial plans as financial goals and life circumstances change. The consistent communication with my clients is what helps build client trust. It is this trust, which I recognize, that allows for a long-term relationship to develop with my clients.

I also work with small business owners with retirement plan solutions and advise companies on how to meet their fiduciary responsibilities. Through group and individual employee meetings, I can work with company employees assisting them with their retirement planning needs.

Financial Advisor Experience

Active in the financial planning profession since 1996, I have been with my current firm since 1998 and I am a Partner of our firm.

I am a member in good standing with the Financial Planning Association (FPA), National Capital Area (NCA) chapter, and have served on the Board for the past 5 years. In 2006 I was a speaker at the FPANCA and discussed selling and purchasing a financial planning practice. Northern Virginia Magazine included me and our firm in their April 2009, 2011 and September 2012 issue which recognized 50 advisors in Northern Virginia. I have been quoted in the Washington Post on multiple occasions over the past years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - ACCREDITED INVESTMENT FIDUCIARY™

Insurance Licenses

Life insurance

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Registered Representative of and securities and Advisory Services offered through Cetera Advisor Networks, member SIPC.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances