About My Practice
Silversage Advisors® provides wealth management and investment advice to clients who seek a partner in making prudent financial decisions. Our consultative process involves the three key areas of relationship management, investment consulting and advanced planning. We deliver a fulfilling process that helps a select group of affluent families make the right financial decisions to preserve their lifestyle and pass on their values.
Daniel works directly with clients in our consultative wealth management process, The Personal Focus Plan®. This process helps clients prioritize their true financial goals, create a step-by-step blueprint for achieving them, and secure an ongoing relationship that builds upon successes and manages evolving circumstances. His experience suggests that clients who engage in a comprehensive wealth management experience feel highly empowered by their financial decisions and ability to adjust to life’s changes. He believes everyone can benefit from visualizing their goals in life and creating a detailed plan on how to get there. Daniel also works with clients to design, implement and monitor all aspects of their portfolios, and possesses critical expertise in insurance and taxation planning.
Daniel was born in Ohio and raised in Colorado, where he developed a love for the outdoors and a passion for skiing. A former volunteer ski patroller, he is an active mountain biker and member of the SHARE Mountain Bike Club. When he’s not tackling some kind of home improvement project around the house, Dan also enjoys hiking, backpacking and camping. He and his wife Aryn make their home in North Tustin, California with their sons, Jackson and Logan, and golden retriever Sierra.
Daniel joined Silversage Advisors® in 2002 and brings more than 18 years experience in the financial services industry. After graduating Magna Cum Laude with a B.S. degree in Finance, Real Estate and Law from Cal Poly Pomona, he is now a CERTIFIED FINANCIAL PLANNER™ practitioner and an active member of the Orange County Financial Planning Association.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: CA, TX, Health/disability insurance: CA, TX, Fixed annuities: CA, TX, Variable annuities: CA, TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Geneos Wealth Management
Securities offered through Geneos Wealth Management, Inc., Member FINRA/SIPC. Advisory services offered though Silversage Advisors®, Registered Investment Advisor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.