Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, Estate Planning
Dan entered the Financial Services Industry in 1990 working with MetLife. He now has 30 years of experience. In his early career with MetLife, he achieved MetLife’s prestigious Presidents' Conference award every year since 1990. In 2016, the MetLife Premier Client Group field force was transitioned to Massachusetts Mutual Life Insurance Company (MassMutual). Dan continued to achieve success with MassMutual Pacific, earning Leader’s Conference in 2017 and 2018. Dan is also a current Million Dollar Round Table life member.
Dan has lived in Northern California for over 50 years. He and his wife have 2 children, Christina and Nick. Christina is a news anchor in Sacramento, and Nick is currently in medical sales employed by Atricure in Walnut Creek.
Check the background of this investment professional on FINRA's BrokerCheck