Dan McGovern
Dan received his Bachelor of Arts in Economics from Ursinus College and holds FINRA series 7, 63, and 65 securities registrations. With 22 years of investment consulting experience, Dan has developed an unparalleled passion for helping clients meet their financial needs through investment management. We know that his vast knowledge of investment solutions and attention to what’s best for the client will make him an invaluable addition to the Erben Associates team.
Dan has lived in Austin for 15 years, and enjoys exploring all the wonderful things it has to offer with his wife Rose and two beautiful daughters, Maddie and Francesca. Some of his favorite activities include playing golf, hiking, and traveling to new places. Dan is also passionate about raising awareness for Alzheimer’s disease, and has been involved in raising money for the Alzheimer’s Association.
Certified Investment Management Analyst® (CIMA®)
Issuing Organization
The Certified Investment Management Analyst® (CIMA®) designation is awarded by the Investments & Wealth Institute®.
Requirements to Obtain the Designation
- Meet minimum professional experience requirements in financial services
- Complete an approved education program through a registered provider
- Pass a comprehensive certification examination
- Agree to adhere to ethical and professional standards
Ongoing Requirements
- Complete continuing education requirements, including at least 40 hours every two years
- Fulfill ethics-related education requirements
- Renew the designation and remain in good standing
Important Disclosure
Professional designations are awarded by independent third-party organizations and are not issued or approved by the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). Designations are not a substitute for required licenses or registrations.
Investors are encouraged to verify a financial professional’s credentials and review designation details — including issuing organizations, requirements, and continuing education — using publicly available resources such as FINRA BrokerCheck and FINRA’s Professional Designations database.