Dan Kopack, CPA, CFP®
Dan is a partner and relationship manager with O'Sullivan Creel Wealth Advisors, providing comprehensive wealth management services. In addition, Dan is the Chief Compliance Officer responsible for ensuring O'Sullivan Creel Wealth Advisor's compliance with legal and regulatory matters. Dan transitioned to O'Sullivan Creel Wealth Advisors after serving within O'Sullivan Creel's tax services group, where he worked closely with high net worth individuals and businesses with tax, estate and financial planning issues.
Dan is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). Dan joined the firm in 1998, having previously owned and operated his own accounting firm. He is a graduate of the University of Oklahoma, BBA Accounting.
Dan has always maintained a keen interest in the local community. He served on the Gulf Breeze City Council for 10 years, and chaired both the Metropolitan Planning Organization and the South Santa Rosa Tourist Development Council. Dan is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA) and the Financial Planning Association.
T 850.444.7213
F 850.470.5545
dkopack@osullivancreel.com