Daniel Dodgen

CFP®, CHFC®, CLU®, CPFA® CERTIFIED FINANCIAL PLANNER® professional | Investment Advisor Representative

As a CFP® and holistic financial advisor, Dan is passionate about helping clients gain clarity, confidence, and well-being knowing they are on track financially. He first guides his clients to visualize and set specific goals, which leads to a clear and organized financial picture. Once organized, Dan's advice allows his clients to make sound financial decisions by eliminating inefficiencies and providing a truly direct path to reaching what is most important to them.

With over 30 years of experience, multiple licenses, and designations, Dan's specialty is financial advice for families, company sponsored retirement plans, and financial education in the workplace.

Dan grew up in San Diego, CA, and graduated from the University of San Diego. He now resides in Irvine with his wife Pam, and his son, where they enjoy being active in the outdoors and exploring.

Dan is licensed to sell insurance in AZ, CA, FL, HI, NC, NY. TX, WA

CA Insurance License #0798259

Book a Meeting with Dan

Phone (949) 471-5815
Fax (949) 471-5828