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Egan Dardis, *†Financial Planning Consultant

Experience

Egan Dardis is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Egan provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Credentials

Series 6, 7, 63 and 66 securities licenses

Education

B.A. in marketing, Loras College, Dubuque, Iowa

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