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Our financial advice team


Dan Hirota Ameriprise Financial Advisor

Dan Hirota

Financial Advisor

Heritage Wealth Advisors
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Insurance
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Interests

  • I enjoy spending time with family and friends.
  • Even after living here for 40+ years, I still love exploring Seattle and the Great Northwest!
  • On winter weekends I enjoy snowboarding in Washington, Oregon and British Columbia.
  • I like to meet new people and help them get on track to reach their financial goals.

Community participation

Causes I support:

  • United Way of King County
  • World Food Program USA
  • KCTS 9 (Public Television)

Education

  • BA Bachelor of Arts, Finance, University of Washington, Seattle, WA
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