Dan Balderston is a Financial Advisor and Retirement Planning Specialist with Vista Wealth Partners in Dallas, TX. Dan began his career in financial services with UBS in 2006, before moving to Equitable Advisors in 2008. Dan became a Regional Vice President with Equitable Advisors beginning in 2013. It was in this role that Dan developed his vision for building an elite team of advisors that dedicated themselves to providing clients with peace of mind in their complex lives. Throughout his career in Financial Services, Dan’s philosophy has remained simple, to build long-lasting relationships with his clients that are based on trust.
As a Financial Planner with Vista Wealth Partners, Dan provides comprehensive wealth management services encompassing retirement planning, investment strategies, and legacy planning.
An alumnus of the University of Oklahoma, Dan graduated with a degree in Finance. He has also earned a Retirement Planning Specialist title from the Wharton School of the University of Pennsylvania. Dan successfully completed the coursework and passed the rigorous exam to become a Certified Financial Planner (CFP). He has his life and health insurance licenses as well as the following NASD registrations: Series 7, Series 24 and Series 66.
Dan is happily married to his wife, Katie. They reside in East Dallas with their sons, George and Colin. His family’s favorite time is spent in their travels together. Whether they are skiing in the winter or exploring unfamiliar destinations, they always find joy in new adventures. Dan has a passion for volunteering and is an active member of Highland Park United Methodist Church.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.