Daniel A. Dupuis, CFP®

Daniel A. Dupuis, CFP®

Partner

Phone: (843) 849 - 7878
Fax: (843) 849 - 7644
E-mail:
 

 I am a CERTIFIED FINANCIAL PLANNERTM professional and Registered Representative with AXA Advisors, LLC.  I have been in practice since 2003 and became a partner of Oak Capital Management, LLC in 2011.

 I assist individuals in both the public and private sectors with their financial and estate planning needs.  Utilizing a comprehensive approach, I work with my clients to set and achieve short and long-term goals.  I am deeply committed to their success and regularly take continuing education classes to further my financial planning expertise and stay on top of industry trends. 

 I received my BA in Business Administration with a minor in Finance from The College of Charleston. I hold FINRA Series 7, Series 63 and Series 65 registrations, as well as Life and Health insurance licenses.

 I am an avid golfer and reside in Mt. Pleasant with my wife Diana, and son Ryan. 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.