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MEMBER PROFILE

 

Daniel Drabinski

Bluecrest FA

 

Member profile details

Membership level
Dallas Individual
First name
Daniel
Second name/initial
J
Last name
Drabinski
Title
Agency Managing Director of Business & Estate Planning
Company
Bluecrest FA
 

XPX ROLE

Leadership Role
Membership Co-Chair
 

CONTACT INFORMATION

City
Dallas
State
Texas
 

PROFILE INFORMATION

Call me when
A business requires risk management, planning, recruiting/retention or financial planning
Why I/we support XPX
My business is built upon collaboration with other industry professionals
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Business growth
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Employee benefits
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Management succession
  • Private equity
  • Private placements
  • Risk management
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CFA®, MSFS, AEP®, CEPA, CMT®, CFBS®, CLTC®, CAP®, RICP®
Transition Planning Certification or Methodology
Exit Planning Institute CEPA
In Business Since
2014
LinkedIn profile link
linkedin.com/in/danieljdrabinski
Twitter name
twitter.com/DanielDrabinski
Business Focus
Financial planning for business owners and executives
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