Meet Daniel
Daniel Foran is a Managing Partner and Wealth Advisor at Carson Wealth, bringing more than 30 years of experience in financial management, retirement planning and income distribution. As the founder of the practice formerly known as Foran Financial Group, Dan has spent his career helping clients navigate their financial lives with personalized guidance and a focus on their long-term goals.
Dan was first drawn to the financial services industry after his father passed away. As he helped manage his family’s finances and navigate the complexities of their estate, he discovered a passion for helping others make sense of their financial lives. He went on to earn a degree in economics and pursue a career in finance—a profession he remains passionate about today.
Specializing in retirement planning, Dan works with clients to help create a financial roadmap, simplify complex financial decisions and develop thoughtful strategies for the years ahead.
Trustworthiness and loyalty are important qualities to Dan. He earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in 1987 and is also a Certified Fund Specialist (CFS®) and an active member of the Financial Planning Association (FPA).
A strong advocate for financial education, Dan believes it is critical that clients fully understand the investment choices and strategies available to them. He is an instructor with the Financial Educators Network, teaching Retirement Planning Today™ with a focus on both life and retirement planning education at Raritan Valley Community College. Through the Financial Educators Network, Dan is part of a nationwide community of instructors teaching through educational institutions across the country. He is also a guest lecturer at the Rutgers School of Business for its Financial Planning Course.
Dan attended Hartwick College in New York on a four-year basketball scholarship. Basketball was an important part of his college experience, and he helped lead his team to four consecutive NCAA Eastern Regionals. He graduated with a bachelor’s degree in economics, carrying with him the discipline, teamwork, and lasting friendships that came from his years on the court.
After college, Dan began his career in financial services and married his college sweetheart, Alix. Those two beginnings marked the start of a life centered around family, relationships, and a commitment to helping others navigate their financial lives.
Today , Dan continues building on the relationships and legacy established through the practice over the past several decades as part of Carson Wealth. He and Alix have two grown children , John and Jessica . John is also a Wealth Advisor , allowing Dan to continue working alongside the next generation while providing continuity for families they have served over the years.
Originally from Waldwick , New Jersey , Dan lives in Spring Lake and enjoys spending time with his family , playing basketball , making wine , windsurfing and reading when he is not working or teaching . Much of his free time has also been spent coaching school and community athletic programs , combining his love of sports with his passion for giving back to the community .
