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George Dan

Advisor Image
George Dan
Financial Advisor
.
CEPA®
Part of the Oakmont Financial Group practice
1023 West Webster Avenue
Chicago, IL 60614
Business Planning
About George Dan

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

 

George Dan holds an MBA from the University of Chicago Booth School of Business, with a concentration in Analytical Finance. He is passionate about behavioral finance, and teaches a course called "The Psychology of Finance" at the University of Chicago.

My qualifications
  • Certified Exit Planning Advisor®
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4387279)
  • Colorado
  • Illinois
  • Indiana
  • Michigan
  • South Carolina
  • Texas
  • Washington
  • Wisconsin

Insights

View all 
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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August 2026 Market Update: Strong economy, higher yields
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
Office location
Chicago Location
1023 West Webster Avenue
Chicago, IL 60614
Phone312-800-1822Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations