Daniel Sheehan is the founder and President of Social Merlin a social media marketing firm helping established financial advisors attract their perfect clients without tech overwhelm or expensive waste-of-time prospecting.
Dan lives in Fresno, CA with his wife and two children. In his spare time, he enjoys the outdoors, reading and spending as much quality time as possible with his family
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Prior to founding Social Merlin in 2015 Dan worked as a CERTIFIED FINANCIAL PLANNER™, Registered Life Planner®, and Accredited Investment Fiduciary® helping thousands of individuals and business owners define and achieve their life goals and live the lives they deserved. He consistently was a top performer generating 7-figure revenue year after year and selling his practice for over 7-figures to the leading advisory firm in the United States.
Dan’s primary focus today is helping financial advisors attract their perfect client over and over with his proprietary Social Merlin Signature Formula™ through social media marketing. Dan and his team at Social Merlin have spent the last four years developing the Social Merlin Signature Formula™ using the latest state-of-the-art technology giving his clients an easy to use, efficient, cost-effective, and completely done-for-you social marketing program.
Dan graduated from Iona College in New Rochelle, NY with a Bachelor of Business Administration degree majoring in Finance after which he served honorably in the U.S. Navy. Upon discharge, he worked in the paper and computer industries. In 1992 Dan entered the world of financial services. During his career, he has helped many hundreds of business owners and individuals work toward long-term meaningful financial success.
Dan has spent more than two decades working in the financial advisory, financial planning, securities, and wealth advisory fields. This experience has given him a deep understanding of financial markets, products, clients’ needs, and the most appropriate strategies for attracting his perfect client.
Dan is proud to be a member of American Legion, Fleet Reserve Association, and has a long-standing association with the Boy Scouts of America with two sons becoming Eagle Scouts. His desire to give back has him presently involved in supporting Feeding America, Pregnancy Care Center of Fresno, church ministries and other charitable endeavors.