Broker Check
Daniel Halle, AIF® RPA®

Dan joined Valiant Retire, Inc. with over 29 years of experience in the areas of Fiduciary, Qualified Retirement Plan Consulting, Qualified Retirement Plan Investment Advisory, Qualified Plan Design and Plan Administration, Retirement Plan Recordkeeping and ERISA Third-Party Plan Administration Services.

A veteran of the retirement plan industry, Dan gained his experience by working with an independent trust company, two top 5 retirement plan recordkeepers, a regional employee benefits consulting firm and as president/owner of a regional third party administrator.   Dan’s experience allows a unique perspective on the retirement plan industry and the ability to provide creative solutions to any problem or retirement issue an employer or employee my face.  Dan’s mission is to provide employers and participants with peace of mind about their retirement plan and fiduciary duty and ultimately employee financial independence.

As a proud member of Retirement Plan Advisory Group (RPAG), Dan and Valiant team are part of an alliance of accomplished Defined Contribution and Defined Benefit advisors in the U.S. representing 60,000 retirement plans, 5 million plus participants with over $400 Billion in collective assets under influence.

Dan recently received national recognition being named by the Financial Times as a 401 Top Retirement Adviser in their 2020 edition. According to the publication, the final Financial Times 401 represents an impressive cohort of elite advisers from 41 states and Washington, D.C.

Dan gives back to his community by serving on the board of the Pittsburgh Retirement Professionals and on the Planned Giving Council of Hospice of Warren County.