Dan is a 25 year veteran of the financial industry and specializes in design assistance, customization, and implementation support of investment and retirement programs for members of professional and trade associations. In addition to his core duties as a retirement plan advisor, Dan spearheads RetirementDNA’s affinity and association group marketing and service platform for retirement plans. In 1985 Dan started his career as a financial consultant specializing in fixed income and tax-advantaged investments. His early success led to becoming the youngest broker ever appointed Managing Executive of a branch office for one of the nation’s largest broker/dealers. Prior to establishing RetirementDNA, Dan served as President of a nationally registered FINRA broker-dealer which was focused on providing executive benefits and retirement plans to large public and privately held corporations. Dan has authored numerous articles on retirement planning strategies, was the host of Perspectives on Profit – a five-minute live market commentary that was aired daily on KWHY-TV in Los Angeles, he was featured in Business Week magazine as a college student for a successful entrepreneurial venture and is a regular guest speaker at industry conferences.
Dan lives in San Diego, CA with his wife Tina and their two children.
FINRA Series 7, 24 and 63 registered with Triad Advisors and FINRA Series 66 registered through both Resources Investment Advisors and Triad Advisors. He also holds life, health and variable insurance licenses. In 1985 Dan graduated from the University of Connecticut with a B.A. degree in Economics. He also earned an academic certificate in Personal Financial and Estate Planning from San Diego State University after successfully completing a comprehensive two year advanced studies program through SDSU’s graduate school of business.
Retirement Plan Management