Daniel Dodgen, CFP, C(k)P, CPFA, ChFC, & CLU
Financial Advisor
As a CFP® professional and financial advisor, Dan is passionate about helping clients gain clarity, confidence, and well-being as they pursue their financial goals. 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 aims to help his clients make sound financial decisions by eliminating inefficiencies and providing a truly direct path to pursuing what is most important to them.
With over 30 years of experience, multiple licenses, and designations, Dan's focuses on providing 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