Dan Neice, MBA, CFP®
Wealth Consultant | Managing Partner
757-530-4095
dneice@covawealthgroup.com
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
As a Wealth Consultant and Certified Financial PlannerTM professional with Coastal Virginia Wealth Group, I offer investments, investment management, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help. My Specialty Areas are Retirement Planning and Investment Management.
I have been married to the love of my life Diana for 35 years come this November (2021), and we are blessed with 5 wonderful children. Our eldest daughter Ashley graduated from Old Dominion University, and is married to Nathan--they gave us our first Grandchild in the Fall of 2018!. My eldest son Bill graduated from James Madison University with a degree in Accounting and is a CPA & Tax Manager specializing in corporate taxation at BDO-- a Global Firm with a branch in Hampton Roads. Zach finished a Biology Degree at Penn State, and is attending the Doctor in Physical Therapy Program at Marymount University. Jacob graduated from Virginia Tech this year with a degree in Chemical Engineering, and is pursuing a master's degree in Chemical Engineering, also at VA Tech... AND--my last son Luke joined his brother at VA Tech in the Fall of 2020 to study Finance and Pre-Law, and is enjoying Fraternity Life as an Alpha Tau Omega Member. Their Motto is: Love and Respect, and was founded in 1865 based on Judeo Christian values and principals.
Diana and I are officially "Empty-Nesters," and are enjoying every moment of it! It was awesome raising our 5 children... but, it is even more awesome doing our "own thing" together, and watching these young adults of ours take on the world!
LPL Financial is not affiliated with any other entities referenced. 09/21