Dan Neice, MBA, CFP®
Wealth Consultant | Managing Partner
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 37 years come this November (2023), 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! Ashley just informed us that we have another grandchild "in the oven" due in February 2024.
My eldest son Bill graduated from James Madison University with a degree in Accounting and is a CPA & Senior Tax Manager specializing in corporate taxation at BDO-- a Global Firm with a branch in Hampton Roads. Bill married Alexis this past December (2022) and is expecting our second grandchild in Late November/Early December. 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 with a degree in Chemical Engineering, and was pursuing a master's degree in chemical engineering; BUT... was invited to accept a position in VT's Ph.D. Program--and Jacob Accepted!
Our 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. Luke is on schedule to graduate Magna Cum Laude in Spring 2024 and is trying to pursue a career in Corporate Investment Banking.
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!
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