Dan Bukkhegyi

Dan Bukkhegyi

Managing Director- Investments

Phone: 978-525-5566
 

Daniel Bukkhegyi has been a registered investment professional since 1990, continually training and broadening his knowledge of capital markets and economic trends.  Dan implements wealth management strategies for clients by balancing their needs for retirement planning, estate planning, cash flow management, and education funding.

The B.C. Group of Wells Fargo Advisors utilizes the talents of one another to help provide effective planning advice for each client’s unique set of circumstances.  Dan’s focus is on investment and risk management with in the team. Dan is versatile and objective in his approach to investment recommendations.  Dan is firmly committed to developing and maintaining long-term, multigenerational relationships.  To accomplish this, he listens intently to clients’ values, goals, aspirations and concerns while at the same time realizing the importance of frequent client contact and reassessment of goals and objectives.

Dan is a graduate of Fitchburg State College earning his Bachelor of Science degree in business management. He went on to earn his masters of business administration from Endicott College. He is an avid cyclist and cancer fund raiser. Active in his community and church, Dan and his wife of 18 years Lisa, have two daughters, all active in sports, community and church.

Dan holds series 7 and 63 registrations.

CA Insurance Producer License # 0C47216