Dan recently joined Wealth Legacy Group in the role of Business Development Manager after completing the Uniform Investment Adviser Law Exam and obtaining his Series 65 license. He received his bachelor’s degree in accountancy from the University of San Diego and has over seven years of experience in the public sector.
Dan developed an interest in the investment advisory and financial planning space from obtaining a Master of Science in Finance degree from the Johns Hopkins University Carey Business School. As a fan of the technical side of investment advisory world, Dan is also pursuing a Chartered Financial Analyst designation while gaining hands-on experience working at Wealth Legacy Group, Inc.
In his free time, Dan loves to cook, weightlift, ride his bike around San Diego, and most importantly, spend time with his puggle (that is a dog), Odin.