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Meet Dan Amiot, CFP®, AIFA®


(800) 457-4304


About Dan

As a financial adviser, Daniel coaches families and business owners in taking that next step to advance their financial lives. He is passionate about making a difference, whether that is helping a family who needs to get their financial house in order, or an entrepreneur who wants to upgrade the company retirement plan.  Daniel has taken a particular interest in assisting Federal employees navigate the complexities of the FERS, TSP, and other government benefits.

Daniel been serving clients in finance since 2007.  He graduated from Cleveland State University with a Bachelors of Business Administration in Finance and is a member of the Beta Gamma Sigma business honor society.

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  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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  • AIFA® (Accredited Investment Fiduciary Analyst®)
  • BBA in Finance from Cleveland State University


How does Advance Capital’s culture and resources contribute to your work?

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What do you think is important about giving back to your community – both at the firm and for you personally?

What does it take to be successful in your role?

What makes your client experience unique?


Daniel, his wife, Jodie, and their four kids are heavily involved in the Boy Scouts of America and similar scouting movements. As a couple, Dan and Jodie volunteer their time in active roles leading scouting units and training adult leader volunteers.