Dan Gwizdak, CFP®

Dan's Bio

Dan Gwizdak joined Perigon Wealth Management in June 2024, but has been part of Lisa’s team since his days as a high school intern. His experience motivated him to pursue a degree in financial services. After graduating SUNY Binghamton in the spring of 2007, Dan worked side-by-side with Lisa, and under her guidance earned his CFP license in 2012 through Pace University.

Dan takes extreme care in crafting financial plans, reviewing asset allocations and suitability, and providing exceptional customer service. He is the President of his local Rotary club, and believes in the mission of “service above self” to help the community in need.

Dan is a competitive bowler and doesn’t turn down a chance to hit the lanes. He loves spending time on the beach, lake (wherever there is water) and with his growing family.

Dan's Team