Daniel Batty, CFP®, ChFC®, CFBS, CFS®, CLTC

Financial Planner

Daniel Batty, CFP®, ChFC®, CFBS, CFS®, CLTC

Financial Planner
dan@ufgadvisors.com
(484) 348-6205

Dan grew up in the Chester County Pennsylvania area. In 1995, upon graduating from Penn State University, Dan immediately took the Series 7 exam becoming licensed and registered to help clients achieve their goals with financial instruments.


Dan has been working for over 29 years in the field of planning and investments helping clients to achieve their financial goals. During his career, Dan has acquired several financial designations, including CFP®, ChFC®, CFBS, CFS®, CLTC.


Dan dedicates a significant amount of his time towards financial awareness through public seminars and employer financial wellness and education meetings.


Dan participates in local 5K races, kayaking on the Brandywine and Marsh Creek with his family as well as attending Penn State and other NFL and NBA games.

Professional Specialties:

AR Insurance License #1996732

CA Insurance Lic.# 0F68278

Daniel Batty CFP®, ChFC®, CFBS, CFS, CLTC is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, Tel: (717) 791-3300. CRN202704-7471301