About
"I enjoy helping clients connect the dots between their life goals and financial assets."
- Daniel Pinheiro, founder
Daniel Pinheiro
Founder of South Coast Planning & Wealth Management
CFA®, CFP®, CAIA®, CPWA®
Dan has more than 20 years of investment & financial planning experience working with individuals, institutions, endowments, and foundations.
He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University, and a Certificate in Wealth Management Theory & Practice from the Yale School of Management.
Dan served as a board member of CFA Society Providence.
South Coast Planning & Wealth Management is focused on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset levels.
“By working with a select number of clients on a long-term basis, I can focus on your financial future and meeting your goals while making a meaningful impact. Whether it's retirement planning, saving for college or a first home—I’m dedicated to helping my clients achieve their goals and avoid costly mistakes.”
Dan is a member of the National Association of Personal Financial Advisors, XY Planning Network, and is associated with the Fee Only Network.
He lives in Swansea, Massachusetts, with his wife and two young children. South Coast Planning & Wealth Management is a fee only, fiduciary, Registered Investment Advisor located in Massachusetts serving clients in Massachusetts, Rhode Island, and around the country.
Education
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Northeastern University: Masters in Finance
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University of Massachusetts, Dartmouth: Information Systems
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Yale School of Management: Certificate in Wealth Management Theory & Practice