Redwood Shores, California Office
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As a wealth advisor, Dan helps assess the financial health of clients and then creates a detailed plan of action so clients can have the confidence and motivation to reach their financial goals. With more than 20 years in the financial services industry, Dan has seen the value of education in helping people avoid costly mistakes and take control of their financial decision-making. He thrives in serving as a collaborative consultant to clients, helping them realize their goals and live the lives they envision.
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Dan has over two decades worth of experience in the financial services industry, previously holding jobs at Westbourne Investments and NewFocus Financial Group.
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Dan received a B.S. in international business from the University of Maryland and has an executive certificate in financial planning from the University of Georgetown. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Dan lives in Tiburon, CA with his wife and son. He enjoys playing tennis, skiing, and running.
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