Mariner Wealth Advisors
Dan provides clients with comprehensive wealth management services to help them achieve their goals. He also provides integrated planning and strategies to help clients grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, he was a wealth advisor at CAVU Wealth Advisors, where he gave 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, where he led a team of professionals focused on international & domestic banking, wealth management and lending.
Dan has a bachelor’s degree in economics and business administration from Saint Mary’s College of California. He is a member of the National Association of Personal Financial Advisors (NAPFA).
This person is not in any offices
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.