Designations and Licenses

Dan is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®. He holds a life insurance license in the State of California.

Experience and Education

Dan provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help clients grow and protect their wealth.

Prior to joining Mariner, Dan was a wealth advisor at CAVU Wealth Advisors, where he provided comprehensive life planning to families across the U.S. and managed daily portfolio trading. Prior to that, he was the senior branch manager at HSBC Bank USA. While there, he led a team of professionals focused on international and domestic banking, wealth management and lending.

Dan has a bachelor’s degree in economics and business administration from Saint Mary’s College of California.

Personal Interests

Away from the office, Dan enjoys golfing, coaching and spending time with his wife and two young children. He is the president of the West Coast Greco Regional Training Center, an organization he helped create to provide more opportunities for athletes pursuing their wrestling dreams.