Dan Neice, MBA, CFP®
Financial Advisor & Certified Financial Planner™
Providing Financial Planning & Investments to Individuals and Businesses

2901 South Lynnhaven Rd., Ste 100
Virginia Beach, VA 23452
  • 757-431-2929 Ext.121
  • 757-431-8446


You can review interesting Flipbooks on my site.

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You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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When should I seek out a Financial Professional?

This is a question many people face... That question, as well as worries about how much it will cost, do I have enough investments--or money to invest, will I be laughed out of the room, or what will a Certified Financial PlannerTM to do for me? Truth of the matter is, if you are contemplating whether or not to seek professional help with your investments or financial situation-- then it is time!

My policy is to offer a complimentary, no obligation initial consultation, to see if it even makes sense for us to work together. The conversation is comfortable, confidential, and low-pressure... I do not like being pressured by anybody, and therefore, extend that courtesy to the people I interact with.

If you have questions or concerns about:

  • Your Current Investments
  • Ability to Retire at a Certain Age
  • How to Save or Pay For Your Child's College Education
  • Manage the Estate or Inheritance from a Deceased Loved One
  • Financial Issues Related to a Recent or Impending Divorce, or
  • Any Financial Concerns That Keep You Up at Night

Then I encourage you to schedule some time with me to talk. Just contact my assistant Sonia at (757) 431-2929, Extention 109 or by email: ssalazar@wradvisors.com, to schedule a complimentary consultation.

I have been told that I look young, but I have been married to my bride Diana for over 30 years, and have 5 chilldren--4 of which are now adults. Take a look at my "About Dan Neice" tab found under the About Us section... I feel very blessed to have such wonderful life experiences.