Dylan Merchant
Dylan Merchant
CFP®
Financial Planner
E-mail:
dmerchant@advancedretirement.com DYLAN MERCHANT, CERTIFIED FINANCIAL PLANNER™, grew up in western Wisconsin before moving to St. Paul for high school. After being coached by now co-worker Sean Barrett at Mounds Park Academy, Dylan went on to play collegiate golf at the University of Redlands in Southern California. There, he graduated with a degree in Business Administration with an emphasis in Finance. During his junior year in 2019, he interned with Advanced Retirement, sparking his interest in personal financial planning. He worked with another advisory firm for over 3 years prior to rejoining the Advanced Retirement team.
Education
- University of Redlands (2016-20) – B.S Business Administration w/ Finance
- College for Finanical Planning (2023-24) – CFP Professional Education Program
What motivates you to help people plan for their retirement?
- Assisting individuals and families create a financial plan that engages them and gets them excited about the future ahead is tremendously fulfilling. Lasting relationships can create a sense of comfort around generally difficult topics and conversations.
What is an item on your bucket list?
- I love to travel, experiencing new food and culture fascinates me. It is a goal of mine to travel to all 7 continents!
Where is your happy place?
- Cooking a meal with my girlfriend Audrey or an evening round of golf with a friend.
