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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Daniel Arb is a Client Relationship Manager at Oxford Financial Group, Ltd. With over ten years of experience in this role, Dan acts as a liaison to ensure the seamless coordination of the many unique services Oxford offers to its financial planning and investment clients.
My aim is to provide the service my clients need to attain their investment goals. From the smallest of details to the largest of issues, our clients depend on Oxford to guide the way. Every day presents new challenges, and it’s my responsibility to take those head on.
He was previously employed as a registered representative with Charles Schwab, where his primary responsibilities involved trading securities while providing excellent customer service. He has held both Series 7 and Series 63 licenses.
Dan received his Bachelor’s degree in Finance from Ball State University and is currently pursuing his Certified Financial Planner® designation.