LPL Financial Planner
Dan graduated Cum Laude from the University of Massachusetts, Amherst with a BS in Business.
He is an LPL Investment Advisor Representative and holds Series 7 and 66 security registrations through LPL Financial.
Dan’s focus is insurance and retirement planning. He has an in-depth knowledge of qualified retirement plans, such as pension, 401k and IRA. Dan also specializes in Covered California, MediCare, Life and Long-Term Care insurance.
Dan has presented Covered California and 401k/ IRA educational seminars to thousands of laid off workers throughout Southern California.
Dan has a passion for helping people fully understand their insurance, investment, and retirement savings options.
Dan lives in Manhattan Beach, CA with his wife and two children and enjoys beach volleyball, skiing and traveling with his family.
CA Insurance Lic # 0K90515