Dan is a Co-Founder of Peak Financial Freedom Group and serves as the President. He is a Certified Financial Planner®, Accredited Tax Advisor, a former Enrolled Agent with the IRS from 1987-2016, Member of the National Association of Accountants, a Registered Member of the National Ethics Association, an Investment Advisor Representative of his own Registered Investment Advisory firm, and is licensed with the California State Department of Insurance. Dan is a “Fellow of the Institute” of the Estate & Wealth Strategies Institute at Michigan State University, successfully completing a three (3) year post-doctorate study program. He has provided financial guidance and served people in his community for 37 years.
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