Dan Furhman, CFP® has been helping successful individuals and families organize and simplify their financial lives for over twenty years. Dan’s practice is focused on working with clients facing a liquidity event such as a job change, the sale of a business, retirement, an inheritance, or ...more

Dan Furhman, CFP® has been helping successful individuals and families organize and simplify their financial lives for over twenty years. Dan’s practice is focused on working with clients facing a liquidity event such as a job change, the sale of a business, retirement, an inheritance, or participation in their company’s IPO. Through the resources at William Blair, Dan provides his clients with access to proprietary growth strategies, concentrated position management, alternative investment ideas, and comprehensive financial planning as needed. Before beginning his career in finance, he served as a prosecutor for the Cook County State’s Attorney’s Office in Chicago. Dan is a member of the Bar Association of San Francisco, is a member of the Marin County Estate Planning Council, is a member of the San Francisco Estate Planning Council, and served as the former co-chair of the Probate and Estate Planning Section of the Marin County Bar Association and the former chair of the Chicago Bar Association’s Financial Institutions Committee. He is a non-practicing licensed attorney in Illinois This information is intended for use by residents of AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NM, NV, NY, OH, OK, OR, SC, TX, VI, WA only. CA Insurance Lic. # 0I24865 Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Common Misspellings: Daniel Fuhrman: Daniel Furman: Daniel Ferman: Dan Fuhrman: Dan Furman: Dan Ferman: Daniel N Fuhrman: Daniel N Furman: Daniel N Ferman: Danny Fuhrman: Danny Furman: Danny FermanDan Furhman, CFP® has been helping successful individuals and families organize and simplify their financial lives for over twenty years. Dan’s practice is focused on working with clients facing a liquidity event such as a job change, the sale of a business, retirement, an inheritance, or participation in their company’s IPO. Through the resources at William Blair, Dan provides his clients with access to proprietary growth strategies, concentrated position management, alternative investment ideas, and comprehensive financial planning as needed. Before beginning his career in finance, he served as a prosecutor for the Cook County State’s Attorney’s Office in Chicago. Dan is a member of the Bar Association of San Francisco, is a member of the Marin County Estate Planning Council, is a member of the San Francisco Estate Planning Council, and served as the former co-chair of the Probate and Estate Planning Section of the Marin County Bar Association and the former chair of the Chicago Bar Association’s Financial Institutions Committee. He is a non-practicing licensed attorney in Illinois This information is intended for use by residents of AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NM, NV, NY, OH, OK, OR, SC, TX, VI, WA only. CA Insurance Lic. # 0I24865 Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Common Misspellings: Daniel Fuhrman: Daniel Furman: Daniel Ferman: Dan Fuhrman: Dan Furman: Dan Ferman: Daniel N Fuhrman: Daniel N Furman: Daniel N Ferman: Danny Fuhrman: Danny Furman: Danny Ferman Activityless