A Qualified Plan Specialist* and Financial Consultant with Equitable Advisors, LLC, Dan is a long-time veteran in the industry with over 25 years at the company. Dan joined the brokerage industry in 1984 after graduating with a Bachelor of Science in Business Administration, spending his early years with Smith Barney.
Known to his clients and peers as “The Pension Geek,” Dan has a passion for the tax code and brings a strong presence to the pension market where he focuses on Defined Contribution/Defined Plans. Dan holds the Accredited Investment Fiduciary (AIF) designation from FINRA, managing a complex array of qualified plans and working closely with business owners in the planning, implementation, and ongoing support of their pension assets.
Dan enjoys living in Newport Beach and spending time with his family and friends.
*Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.
B.S. Business Administration
Licenses & Certifications
FINRA Series 7, 63, 65
FINRA Accredited Investment Fiduciary
CA Insurance License 0812390