Dan is a Financial Planner with Coda Financial Group and also serves as the group’s Office of Supervisory Jurisdiction (OSJ).
- FINRA Series 7: General Securities Registered Representative
- FINRA Series 66: Uniform Combined State Law
- FINRA Series 24: General Securities Principal
- FINRA Series 53: Municipal Securities Principal
- Investment Adviser Representative, SagePoint Financial, Inc.
- Registered Representative, SagePoint Financial, Inc.
- Licensed Insurance Producer
- 2004: Joined Coda Financial Group
- 1997: Graduate Pacific University
- 1993: Graduate Iolani School
In his free time, Dan enjoys traveling with his family.