Daniel D. Joss

Daniel D. Joss MBA, CFP®, RLP® trained at the Kinder Institute of Life Planning, under the father of the life planning movement, George Kinder. Dan received his Registered Life Planning (RLP®) designation in June 2009. Dan earned a Master of Business Administration, with an emphasis in financial planning from Regent University in 1999. He is a graduate of the University of Southern California, where he earned a Bachelor of Science degree in Business Administration.

This may sound elementary, but few of us spontaneously undertake a thoughtful inquiry into our deepest and most enduring values and objectives. Traditionally, financial advisors have focused on the numbers—budgeting, investments, taxes, or insurance--without exploring the broader context. They rarely ask questions like:

“If you had more time or money, what would you do?”

“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”

“What moves, touches, or inspires you?”

Dan is trained to ask such questions and, just as important, listen to your answers, while giving you creative and positive ways to overcome obstacles, great or small, that may hinder you from moving forward with your dreams. He therefore becomes your partner in clarifying and achieving your most meaningful and deeply felt life aspirations.

Dan has over a decade of experience in global asset allocation and portfolio design for professionals and retirement plans, cash management, insurance needs analysis, real estate, education funding techniques, and estate planning. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the National Capital Area Chapter of the Financial Planning Association (FPA NCA).

Dan is a former commissioned officer of the United States Army and served in several challenging leadership positions. During his military service, he successfully completed two of the Army's most rigorous training programs, earning the Ranger Tab and the Master Parachutist Badge.

Dan is the Chief Operations Officer and Chief Compliance Officer at FJY and has spoken at various forums to his peers and other professionals regarding his duties and the processes and procedures at FJY. He has also been quoted in various national and local publications in hard print and online. Some of Dan’s clients have also volunteered their personal financial stories to national publications like Smart Money and Kiplinger’s.

Dan lives in Vienna, Virginia, with his wife, Robin. They have two sons, Dryden and Deven, and a daughter, Daelyn. He enjoys investing time in his family, traveling, Bikram yoga, CrossFit, TI swimming, cycling, and playing an occasional round of golf. Together, they worship at Temple Baptist Church in Herndon, Virginia.