Dan Mahoney

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Personal Finance, Investing, Taxes
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“Dan Mahoney, President of True Square Financial, serves individuals and families who want customized advice and support based on their specific needs.”
Firm:

True Square Financial

Job Title:

President

Biography:

Dan Mahoney founded True Square Financial in 2017. After more than 15 years in the financial services industry, Dan knows that fee-only financial advice, delivered by an expert, can meaningfully improve most families’ lives. Unfortunately, this kind of high quality, individualized advice has historically been restricted to only the wealthiest families. He built True Square Financial around the idea that technology now makes it possible to deliver highly customized financial advice to a larger number of families at a reasonable cost.

Dan is a CERTIFIED FINANCIAL PLANNER™ professional. He is also the proud father of triplets (two girls and a boy) who started kindergarten in 2016. When he's not wrangling children or nerding out on personal finance and investments, Dan can be found playing squash, smoking meat on the Big Green Egg, or doing something outdoors. His wife, Tucker, is a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding. They live in Atlanta, Georgia.

Dan earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Education:

BA, Economics, Dartmouth College
MBA, Business Administration, University of Virginia, Darden School of Business

CRD Number:

4236650

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June 2017
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