Dan is a Certified Financial Planner™ professional and a graduate of the University of Michigan. He maintains a Retirement Planning Specialist designation through the UPenn Wharton School of Business and is a Credentialed Holistic Financial Coach. Dan resides in Mill Creek, WA with his wife and daughter and is an avid golfer.
California Insurance License #: 4180416
Arkansas Insurance License #: 17371927
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Cascade Wealth Strategies, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.