“Dan and his team are awesome! Dan has a phenomenal memory, is extremely knowledgeable about markets, takes the time to get to know his clients personally, and is hyper focused during meetings. He is also a fantastic connector and looks for ways to connect his clients with others in his orbit. He is also a dedicated family man and is highly involved in his church and community. I highly recommend getting to know Dan and working with him!”
Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP
Dallas, Texas, United States
4K followers
500+ connections
Dallas, Texas, United States
4K followers
500+ connections
About
From 1997 through 2013 I worked in institutional portfolio management and trading.…
Activity
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Please save the date and join us on Nov 14th for the 18th annual Advisors Series. We look forward to welcoming you.
Please save the date and join us on Nov 14th for the 18th annual Advisors Series. We look forward to welcoming you.
Liked by Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP
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Who would you pick to work with? If you needed an insurance risk management expert, an accountant, or a lawyer and noticed the shoes, which one…
Who would you pick to work with? If you needed an insurance risk management expert, an accountant, or a lawyer and noticed the shoes, which one…
Liked by Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP
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Michael Papay and the Sageful Team are looking forward to this LIVE conversation with David Cherner from YOL. August 13th at 12pm PT
Michael Papay and the Sageful Team are looking forward to this LIVE conversation with David Cherner from YOL. August 13th at 12pm PT
Liked by Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP
Experience
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Education
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Babson College
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Activities and Societies: John H. Muller, Jr. Business Plan Prize winner, Dean’s List, Golden Key National Honor Society, Gamma Sigma Alpha Greek Honor Society, Honors Finance Club
Tau Kappa Epsilon Fraternity (Recipient of GPA award, inducted into National Order of Founders); Babson United Rugby Club (Four year starter; President '98/'99); Varsity tennis (Competed in New England Singles Championships and team NCAA Division III Championships)
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The MSFS is a cross-disciplinary Accredited Master’s program designed to acquire the knowledge, attitudes, and skills needed to succeed in legacy planning for the highest capacity clients. In addition to the Master of Science in Financial Services (MSFS) the program incorporates the credentials for the following: Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), and Retirement Income Certified Professional (RICP®).
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- Present
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
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The Certified Family Business Specialist (CFBS) Program, developed in cooperation with MassMutual Financial Services and The American College, is an accredited, graduate-level program designed to broaden the knowledge and insight into the inner workings and challenging dynamics of family-owned business and closely-held corporations.
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Activities and Societies: Tennis team captain; Football scholar athlete award; Student Liaison to school board
Licenses & Certifications
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Certified Long Term Care Planner (CLTC)
Corporation For Long Term Care
Credential ID 72804V9 -
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General Lines Agent- Life, Accident, Health and HMO, Property and Casualty
Texas Department of Insurance
Credential ID 1917475 -
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Volunteer Experience
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Board Member
CFA Society of Dallas-Fort Worth
- Present 1 year 3 months
Education
2024- Executive Leadership Nominating Committee
2023- Membership & Partnerships -
Association Board of Directors
YMCA of Metropolitan Dallas
- Present 18 years 11 months
Social Services
2024- Elected to YMCA of Dallas Association Board of Directors
2023 Vice Chairman- Moody Family YMCA
2020-2022 Chairman of the Board- Moody Family YMCA
2019 Charles E. Seay Outstanding Leadership Award (Volunteer of the Year)
2019 Campaign Chair- Moody Family YMCA
2018 Park Cities Father of the Year
2022 MassMutual Platinum Community Service Award
2022 Invest in Others Emerging Impact Finalist -
Member, Subcommittee Chair
MassMutual Advisors Association
- Present 8 years
2022-2024 Life Committee, Claims Chair
2016-2020 Technology Committee, Advisor & Client Experience Chair -
Assistant Scoutmaster- Troop 70, Committee Member- Pack 414
Boy Scouts of America
- Present 10 years
Children
Woodbadge Course 138;
Founding member of Pack 414. Treasurer, 2014-2019
Troop 70- Merit Badge Counselor, Patrol Advisor Committee, Recruiting Chair -
Chapter President, Babson Alumni Club of Dallas-Fort Worth
Babson College
- Present 22 years 1 month
Education
Lifetime Legacy Donor Society;
Babson Rugby Legacy Alumni Committee;
Recruitment & interviews of over 200 potential students over two decades;
Regional Management of Alumni relations & Yield events for prospective students;
Finalist for alumni Volunteer of the Year; -
Board Member, Rotary Club Of Park Cities
Rotary International
- Present 10 years 2 months
Human Rights
Board Member: 2018-2021 Term
RCPC Foundation Board Member: 2022-2026 Term
Programming Chair: 2016-2017
Sargent at Arms: 2018
Strategic Planning Committee
2016-2017 Outstanding New Member Service Award -
Advisory Council Member
Community Foundation of Texas
- Present 3 years
Social Services
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JV Football Coach
Christ the King Catholic School
- 1 year
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Director Of Fundraising & Strategy
Dallas Rugby Football Club
- Present 11 years 8 months
Social Services
Formerly- Treasurer (2013-2015)
Board of Directors, Dallas Rugby Foundation
Host Committee- 2014 USA Rugby Final Four
501(c)3 Director -
Christ the King Kingsmen, Membership Director
Christ the King Kingsmen
- Present 17 years 6 months
Poverty Alleviation
President, 2016-2018
Oversaw the Dad's Club for Christ the King School, as well as the Men's Club for Christ the King parish;
Monthly speaker meetings;
Community Service Projects;
Retreats;
Publications
Organizations
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XPX Dallas
Member
- PresentThe Exit Planning Exchange is a network of local nonprofit associations of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.
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Exit Planning Institute
Member, CEPA
- PresentThrough the Certified Exit Planning Advisor (CEPA) credential, the Exit Planning Institute provides professional advisors with the content, tools, and training needed to gain more access to business owners, strengthen relationships, and become the most valued advisor.
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Provisors
Executive Committee, Founding Member- DFW
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Dallas Estate Planning Council
Member, Board Member
- Present -
ACG- Dallas/Fort Worth
Member
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Dallas Rowing Club
Member
- Present -
Market Technicians Association, Dallas-Fort Worth Chapter
Member
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CFA Society of Dallas Fort Worth
Member, Committee Chair
- Present -
SSI International
Assistant Instructor- Master Diver
- Present
Recommendations received
15 people have recommended Daniel J.
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