Associate Wealth Manager
Master of Science in Financial Planning
Certified Financial Planner®
Dan has taught English as a Second Language abroad for 2-years in Zhangjiajie, China and Ho Chi Minh City, Vietnam becoming fluent in Mandarin.
In his free time, he loves to backpack abroad—see new places, try exotic food, & speak a different language. The picture above is at Jing’an Temple, Shanghai.
As an Associate Wealth Manager at PrairieView, Dan helps clients clarify their goals, design a financial plan to achieve them, and execute the plan. He values each client relationship and is grateful to be a trusted advisor on their journeys.
Dan earned his BA from the University of Michigan double-majoring in International Studies (focus: Political Economy and Development) and Spanish. He graduated Golden Gate University’s Master of Science in Financial Planning program with High Honors earning the Outstanding Student Award. He is a Certified Financial Planner (CFP®) and is currently studying for the Enrolled Agent (EA) tax designation.
Prior to joining PrairieView, Dan worked for Regent Wealth Management Group, a boutique RIA serving high-net-worth individuals and Chen Planning Consultants, Inc., one of the pioneers of holistic financial planning.
He was first introduced to financial planning by his father who instilled in him an excitement for helping people and making the world a better place.
Read Dan’s latest pieces here.
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