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Daniel A. Dupuis, CFP®, RICP

Daniel A. Dupuis, CFP®, RICP

Senior Partner

Daniel Dupius is a founding member and Senior Partner of Oak Capital Management, LLC. Dan started in the industry in 2003 with the Retirement Benefits Group of Equitable Advisors. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.

Dan is committed to assisting individuals and businesses in both the public and private sectors with their broad-based financial planning, retirement planning and estate planning needs. He utilizes a comprehensive approach; working with his clients to set and achieve short-term as well as long-term goals. Dan is deeply committed to their success. He regularly takes continuing education classes to further his financial planning knowledge and stay on top of industry trends.

Dan received his bachelor’s degree in Business Administration with a minor in Finance from the College of Charleston. Since earning his degree, Dan has also attained the CERTIFIED FINANCIAL PLANNER™ professional designation and the Retirement Income Certified Planner (RICP) designation. He also holds FINRA Series 7, series 63, and series 65 registrations, as well as Life and Health Insurance licenses.
Dan resides in Mt. Pleasant with his wife Diana, son Ryan, daughter Arden and four-legged friend Rambo.


CFP® and CERTIFIED FINANCIAL PLANNERTM 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.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.