Dan began his career in the Financial Services industry in February 1978. Six years later he received his designation as a certified Financial Planner from the College for Financial Planning. To better focus on the growing needs of his clients, Dan joined Mel Nachman as a Partner in Professional Planning in December 1999.
Dan has life, disability and health insurance licenses through the California Department of Insurance. He is also an investment advisor representative with Professional Planning, a Registered Investment Advisor registered with the SEC. He is able to help clients with stocks, bonds, annuities and mutual funds as well as providing financial advice.
Dan attended both Cal-Arts as well as UCLA. During the past 10 years Dan has been actively involved in his community as President of the Simi Valley Soccer Foundation and as a member of the Simi Sunrise Rotary Club.
Dan’s mission has been to help clients achieve their financial goals.