General Info

As a registered Financial Consultant with Cetera Advisor Networks and its predecessors for over 24 years, Dan has a broad range of experience working with clients to plan their financial future and with small businesses to design and implement their employee retirement programs. Dan began his career in the industry working with his father, a registered Financial Consultant with Cetera Advisor Networks in Lakewood, CA. Dan later opened his own office, now located in Agoura Hills, CA. Dan has worked with multiple generations within families and has comprehensive experience preparing for and guiding them through the wealth accumulation, protection and transfer processes.