The person behind the platform
Dan Conklin Is Not Your Typical Advisor
Dan grew up with an entrepreneurial mindset and has spent his career doing one thing consistently – building real relationships with independent business owners and helping them figure out what comes next. He is not a consultant who parachutes in with a generic plan. He is an advisor who sits down, listens first and builds strategy around what each owner actually wants from their business and their life. He treats every client the way he would want to be treated, as an equal who deserves straight answers and a clear path forward.
Experience That Goes Beyond the Credentials
Dan Conklin did not build Bizical Fitness from a textbook. He built it from decades of sitting across the table from independent business owners — people who had poured everything into their companies and were not sure what came next. He speaks the language because he has lived it. There is no jargon here. No ivory tower. Just straight talk from someone who genuinely wants to see your business succeed.
Dan describes himself as a collaborative advisor, driven to reach owners where they are by building personal relationships, understanding their goals and coaching them toward better personal and financial outcomes. He is a constant student of his craft; always learning so his clients always benefit.
Outside of work Dan is passionate about classic auto restoration, aviation, travel and golf. He is also a committed advocate for Alzheimer’s awareness and has served as a champion for the Alzheimer’s Association — a cause that gave him a deeper appreciation for what it means to show up for your community.
Licenses and Credentials
Series 7 and Series 66 FINRA qualifications
Certified Exit Planning Advisor (CEPA)
Accredited Asset Management Specialist (AAMS)
Accredited Asset Management Specialist (AAMS)
