Dan Confreda, CPA

Dan Confreda, CPA

Investment and Retirement Services Associate

Office: (212) 490-4580 (x116)

Dan joined Flynn Financial in April of 2022 as a Retirement Services Associate. Dan is devoted to supporting our client’s retirement needs through collaboration with the Flynn Financial Team and the vendors we do business with. Dan is an active Certified Public Accountant (CPA) in the state of New York. He has completed the Securities Industries Essentials exam along with the Series 7 and Series 66.

Prior to joining Flynn Financial, Dan graduated Summa Cum Laude from Marist College with a double major in accounting and business administration with a concentration in finance. He previously worked at PwC as a senior tax associate on the Asset & Wealth Management team in NYC, specializing in private equity and hedge funds.

Some of his interests outside work include fishing, hiking, spending time with family and friends, and watching sports. He is passionate about helping others and giving back to the community. Dan mentors’ current students at his alma mater who are looking to enter the accounting/financial services industry.

Dan is excited to be at Flynn Financial and overcoming all the challenges that are yet to come.

AUM: $ 2 Billion*

*900 million USD managed

1.1 billion USD in Institutional Investment Consulting



Series 7

Series 63

Series 65

Series 66

Life, Accident & Health