Daniel J. Reagan, ChFC, CLU

Dan Reagan is a founding partner of Castle Advisors, an independent financial advisory firm dedicated to empowering individuals, families, and business owners to reach their financial goals. With a career that began in 1987 with the National Life Insurance Company, Dan brings decades of experience in life insurance, disability, annuities, and mutual funds.

Before launching his career in financial services, Dan earned a Bachelor of Science in Business Administration from the State University of New York at Plattsburgh in 1981. Over the years, he has achieved significant professional recognition, including serving as the past President of the National Association of Insurance and Financial Advisors Vermont chapter. His accolades include the M. Baxter Cummings Rookie of the Year award in 1988 and the BH Zais Agent of the Year in 2015. Dan holds the Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. He also participates on the Castle Advisors Investment Committee.

Dan’s passion lies in building long-term, trust-based relationships with clients, guiding them through the complexities of financial decision-making. His goal is to provide value through strategic planning, tailored advice, and support that helps clients protect, grow, and transfer their wealth.