Securities Licenses: 7, 66, 3
Accounting Credentials: Former CPA, CMA
Over the last 18 years, Dan has been trading and evolving our strategy to deliver superior returns while limiting risk exposure. The unique risk managed strategy employed is the result of math-based models applied to concentrated position values.
After graduating Magna Cum Laude with a degree in Accounting, Mr. Venegoni went on to obtain his CPA (Certified Public Accounting) and CMA (Certified Management Accountant) license while working in public accounting. Dan was then recruited to work in corporate finance departments at several Fortune 500 companies where he modified his trading strategy to apply to corporate hedging programs and helped lead an internal control program under the new Sarbanes-Oxley requirements.
Embracing his entrepreneurial side and wanting to share the power of his advanced trading methodology, Dan founded a trading education service where he taught professional traders and retail investors the benefits of trading advanced products to better manage risks. In addition, he founded a firm which specializes in advanced tax strategy development and implementation services.
Tactical Wealth Advisors was launched as a direct response to his clients’ need for professional risk managed investments they were not receiving from their big investment firm. The market turbulence in 2008 provided the perfect backdrop to illustrate the power of risk-managed investing and it showed in TWA’s results.