Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Insurance
  • Financial planning for small business
  • Retirement Planning Strategies
  • Retirement Income Strategies

Professional associations

  • San Francisco Chamber of Commerce

Previous experience

  • Edward Jones - Financial Advisor, January 2009 to July 2009
  • Metlife - Managing Sales Director, Branch Manager, October 2009 to January 2016
  • Valic Financial Advisor - Financial Advisor, June 2017 to February 2020
  • Prudential Advisors - Regional Director, September 2020 to November 2024
  • LPL Enterprise - Regional Director, November 2024 to July 2025

Community participation

Interests

Dan is a lifelong 49ers fan and a former high school and college football player. The values he learned on the field—discipline, teamwork, and perseverance—continue to guide him today. He is also an avid traveler with a passion for history, global cuisine, and exploring new cultures.