Dan began his career in the Financial Services industry in February 1978. Six years later he received his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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 also holds two other professional designations:
- Chartered Retirement Planning Counselor (CRPC®) through the College of Financial Planning.
- Retirement Income Certified Professional (RICP®) through The American College of Financial Services.
Dan has life, disability and health insurance licenses through the California Department of Insurance. He is also an investment advisor representative with Professional Planning and a registered representative with Mutual Securities, Inc. He is able to help clients with stocks, bonds, ETF’s, annuities and mutual funds as well as providing financial advice.
Dan attended both Cal-Arts as well as UCLA. During the past 17 years Dan has been actively involved in his community Rotary Club.
Dan’s mission has been to help clients achieve their financial goals.