My role is to serve and educate clients to create long-term financial strategies that produce results!
Dan’s planning process involves guiding clients on a range of options and helping them confidently make informed decisions based on their personal goals and needs. The plans he creates are flexible to help withstand life’s changes and keep the client on track. Dan values the long term relationships he has with his clients and looks forward to working with them over their lifetime, life’s changes and helps keep the client on track.
Dan has been in the financial planning industry his entire life, with a family legacy that extends back to the 1950’s. He and his team have over 30 years of experience providing advice to help simplify his client’s financial life. After 9 years working in entrepreneurial ventures, Dan brought his passion to building his financial planning business.
For fun, he, his wife Lucy, and son Finn, like to fish, hike, camp, travel, and spend time with family, friends and their dog, Bacon.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0I82059.