Dan Caplinger

Dan Caplinger

Dan Caplinger

Partner

 

I began my career as an actuarial trainee for a medical self-insurance coverage consultant, and have since seen the financial industry from many different angles. As a tax and estate planning attorney, I worked with clients to find strategic solutions for their financial opportunities and challenges. I then worked as a trust officer for a mid-sized regional bank, communicating with clients and their families in administering and advising on trusts and other estate-planning vehicles. From there, I went to work at a boutique wealth management firm in Los Angeles specializing in assisting high net-worth individuals handle the financial aspects of their lives in a holistic and comprehensive manner.

My interest in helping the broader public better understand the ins and outs of the financial industry eventually led me to become a financial writer. In particular, I have written extensively for The Motley Fool since 2006, with a focus on educating individual investors on retirement and tax planning, mutual funds, ETFs, individual stocks and basic investing. As a result of my varied postings, I have gained a deep understanding of both the markets and the challenges involved in communicating investment concepts clearly while complying with the numerous regulatory guidelines that govern the financial industry.

I live with my wife and daughter in the Berkshires region of Massachusetts, where I enjoy hiking and biking in my spare time.