Daniel Drabinski
Bluecrest FA
Dallas, Texas
About
Company name
Business title
Agency Managing Director of Business & Estate Planning
Contact
How to contact
ddrabinski@bluecrestfa.com
Professional Profile
Call Me When
A business requires risk management, planning, recruiting/retention or financial planning
Professions
Insurance
Wealth Manager
Functional Expertise
Business growth
Cash flow enhancements
Cash management
Charitable giving
Employee benefits
Estate planning
Family business
Investments
Lending
Management succession
Private equity
Private placements
Risk management
Exit/Transition Planning
Business Focus
Financial planning for business owners and executives
Professional Certification
CFA®, MSFS, AEP®, CEPA, CMT®, CFBS®, CLTC®, CAP®, RICP®
Transition Planning Certification or Methodology
Exit Planning Institute CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Telecommunications
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Dallas Individual
Member since
Member for 4 years
Chapter Leadership Role
Membership Co-Chair
Why I'm a Member of XPX
My business is built upon collaboration with other industry professionals
Make XPX Part of Your Business Plans
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