CEO, President, and Senior Wealth Manager
Dan Gaugler, one of the founding partners of Fairway Wealth Management, has over 30 years of experience providing investment advisory and integrated wealth management services for high net worth families and fiduciaries. In 2008 he was named one of the country’s top 250 wealth advisers by Worth Magazine. Dan serves as a lead client adviser and is responsible for the strategic direction of the firm.
Dan began his career in 1986 as a tax consultant at Deloitte & Touche. He later moved to Investment Advisors International, Inc. a division of the world’s largest sports management firm. Dan returned to Deloitte in 1996 to join the development team for the investment advisory business and to lead the Private Client business unit in Cleveland. He left there in 2002 to launch Fairway.
Education, Credentials, and Community:
Saint Ignatius High School
John Carroll University, BSBA (Accounting)
Cleveland State University, MBA (Finance)
Certified Public Accountant (“CPA”)
Personal Financial Specialist (“CPA/PFS”)
CERTIFIED FINANCIAL PLANNER (“CFP”)
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Financial Planning Association
The Great Lakes Construction Companies, Inc. (Board Member and Audit Committee Chair)