Dan McAuliffe has been a distinguished Financial Advisor with Equitable Advisors since 2010. A graduate of The Canisius College Wehle School of Business, he holds a Bachelor's Degree in Business Management with a minor in International Business. Before joining our team, Dan honed his expertise at Paulson Investments Company, LLC, specializing in publicly traded equities, private placements, and venture capital opportunities for accredited investors.
Throughout his career, Dan has consistently demonstrated exceptional performance. Among approximately 5,000 advisors at Equitable Advisors nationwide, he has achieved the distinction of being the top-producing advisor multiple times. Remarkably, he was the first advisor in Equitable Advisors' long history to secure the national number one ranking before the age of 40. Dan is also the founder and Managing Partner of Pace Financial Partners, listed as a premier Elite Advisor Group within Equitable Advisors.
Dan's commitment to excellence is reflected in his extensive certifications and licenses, including:
- Certificate of completion of the CFP® Certification Professional Education Program from The College for Financial Planning
- Retirement Planning Specialist designation from The Wharton School of Business
- Asset Allocation and Wealth Management Strategies certification from Harvard University
- Credentialed Holistic Financial Coach from Columbia University
- Bloomberg Terminal certification
- Series 7, Series 63, and Series 65 licenses
Dan emphasizes, “I provide unique strategies customized to the needs of each client. My goal is to be the client’s primary source of financial advice by using the vast resources at my disposal through our many financial partners. I concentrate on developing long-term relationships through a commitment to high-quality customer service. Clients can rely on our team’s approach to personalized advice, first-class modern solutions, and extensive wealth management experience.”
Beyond his professional achievements, Dan is dedicated to giving back to the community. He actively supports and collaborates with numerous nonprofits, including CAPTAIN, The United Way, Buffalo Olmsted Parks Conservancy, Capital City Rescue Mission, The Buffalo Zoo Foundation, 716 Squash, Child and Family Services Endowment, the Erie County SPCA, The Buffalo Squash and Racquet Association, and the Saturn Club Historic Preservation Foundation. He also serves on the board of directors for multiple nonprofit organizations in Western New York and Saratoga Springs.
Dan resides in North Buffalo’s Central Park neighborhood with his wife, Elizabeth, and their children, Daniel, Wynne, and Pierce. He works out of the Williamsville, Rochester, Syracuse, and Saratoga County offices in Malta, NY. Saratoga Springs, NY, is Dan's hometown.
Industry Recognitions:
- National Champion
- Order of Excalibur
- Gold Eagle
- Silver Eagle
- Bronze Eagle
- Centurion
- National Leaders Corps
California Insurance License #: 0H83943
The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.