Working with Dan and His Team
A team that's committed to people who've dedicated their careers to knowledge and care.
Radiant was built by advisors with decades of experience inside the academic and medical financial ecosystem.
Academic and medical careers don't follow a straight financial line. Income builds later. Benefits are layered. Decisions are often irreversible.
Dan built Radiant to navigate these complexities.
The Practice
A focused group of faculty and physician households. Long-term relationships. Deliberate focus.
Radiant was built to work differently from larger firms that prioritize constant client growth. Dan and his team maintain a deliberately small client base so that every relationship gets the depth and attention it requires. The work spans retirement planning, investment management, tax strategy, estate planning, and the full scope of financial decisions that come with academic and medical careers.
Managing Partner · Advisor
Dan Fagan, MSPFP, MPAS™, AIF®
Dan has spent over 30 years advising faculty, physicians, and executives at institutions across the Northeast — including Yale, Brown, UConn, and Wesleyan. He spent 17 years at TIAA Financial Services working with high-net-worth clients before founding Radiant Wealth Management to focus on building fewer, deeper relationships.
Dan holds a Master of Science in Personal Financial Planning, the Master Planner Advanced Studies designation, and is an Accredited Investment Fiduciary — meaning he is legally held to a fiduciary standard, putting his clients' interests first. His book, Getting to Emeritus, will be published by Johns Hopkins University Press in August 2026.
Dan lives in Connecticut with his wife Rebecca. He has four adult children — Cory, Timothy, Jacob, and Sianna.
Partner · Advisor
John Caplan
John has over 23 years of experience in financial services, advising clients in education, research, medicine, and the nonprofit sector. Before co-founding Radiant, he spent 15 years as a wealth advisor at TIAA-CREF providing investment advice, portfolio management, and financial planning.
John's approach starts with the financial plan — designed around the client's personal and financial goals — followed by a disciplined portfolio strategy tied to specific risk levels. He holds Series 7, 66, and 24 licenses along with a life insurance license, and received his degree from the University of Redlands.
John lives in Northford, Connecticut. He has two adult children, Jake and Jordan.
The Team
The colleagues who keep the practice running.
As investment professionals, Radiant Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Will Brand CRCP®
Chief Compliance Officer
Ryan Geschke
Managing Director, Investments & Trading
Erin Corbett
Chief Operating Officer
Jenny Kurz
SVP, Strategy & Communications
Lauren Lehman CFA®, CFP®
Director of Portfolio Management
Arianna Rodriguez CIMA®
Senior Portfolio Manager
Frequently Asked Questions
Common questions.
We offer three ways to engage: hourly planning for specific questions, a flat-fee comprehensive financial plan, and ongoing wealth management based on assets under management. We are happy to walk through which option fits your situation in an initial conversation. There is no cost or obligation for that first call.
We are a fee-only firm. We do not earn commissions or receive compensation from financial products. We are paid directly by clients — either hourly, through a flat project fee, or as a percentage of assets we manage. This structure keeps our interests aligned with yours.
Our practice is deliberately focused on academics and physicians. Dan has spent over 25 years advising faculty at institutions including Yale, Brown, UConn, and Wesleyan. That focus is not incidental — it shapes everything from how we think about TIAA to how we approach the retirement transition. We are not a general advisory firm that happens to have some faculty clients.
Yes. We work virtually with clients across the country. Most of what we do works well over video or phone, and we are set up to serve faculty regardless of where their institution is located.
It does not have to be. We handle the paperwork and coordination involved in transitions and are happy to walk you through what that process looks like for your specific accounts. Many clients also start with a one-time planning engagement before deciding whether to transition fully.
Schedule a conversation through our online calendar. The first call is a straightforward get-to-know-you discussion. Please do not feel the need to be overly prepared. We will ask a few questions about where you are and what you are trying to figure out, and take it from there.