Daniel Girard Jr in

Daniel Girard Jr

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Founder & Managing Partner at G9 Financial
📍 Millbury, Massachusetts, United States

Daniel Girard Jr. is the Founder and Managing Partner of G9 Financial, a firm he established in 1999 to provide objective financial advice. With over two decades of experience, he specializes in retirement income planning and employee benefits, holding a Bachelor of Business Administration from Worcester State University.

Outside of work, Daniel is a dedicated community leader, having served on the boards of the Blackstone Valley Chamber of Commerce, NAIFA Massachusetts, and Alternatives Unlimited. He is a passionate New England sports fan and enjoys baseball, golf, and CrossFit with his wife, Rebecca, and their three children.

He has repeatedly earned Million Dollar Round Tables "Top of the Table" membership, a distinction for the highest-performing professionals in the industry.

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Experience
27 Years
Current Role
Founder & Managing Partner
Job Level
Leadership
Location
Millbury, Massachusetts, United States
Personality Overview

How Daniel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daniel cares about

Retirement Planning
A stated specialty, he focuses on providing unbiased and objective financial advice for retirement income, backed by over 20 years of experience in the field.
Succession Planning
He recently posted about the importance of succession planning for financial advisors, indicating it's a current area of focus for his firm, G9 Financial.
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Career

Work history

11-2018
Founder & Managing Partner
G9 Financial
11-2015 - 11-2018
Board Member
Blackstone Valley Chamber of Commerce
7-2015 - 6-2018
Board of Directors Treasurer
Alternatives Unlimited, Inc.
1-2013
Financial Consultant
Cambridge Investment Research
7-2010 - 6-2017
Board of Directors
NAIFA Massachusetts
In the press

Media appearances

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Education
1993 - 1997
Bachelor of Business Administration (B.B.A.)
Worcester State University
1992 - 1993
Business
Springfield College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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