Dan is a Managing Partner with Coda Financial Group. Dan earned a Bachelor of Arts Degree in Marketing from Pacific University. He holds General Securities (Series 7), Uniform Combined State Law (Series 66) and Life Insurance licenses.
In his free time, Dan enjoys traveling with his wife and daughter.
- FINRA Series 7: General Securities Registered Representative
- FINRA Series 66: Uniform Combined State Law
- Licensed Insurance Producer: States of HI & CA
- Investment Adviser Representative, SagePoint Financial, Inc.
- Registered Representative, SagePoint Financial, Inc.
- Registered States: HI, AZ, CA, NV, OR, WA
- 2006: Graduate University of Hawaii, College of Business, CFP Program
- 2004: Joined Coda Financial Group
- 1997: Graduate Pacific University with a B.A. in Marketing
- 1993: Graduate Iolani School