Dan has over 10 years’ wealth management experience, holding several client service and project management roles for two large fee-only Registered Investment Advisors. Most recently, Dan was a Senior Consultant with Altair Advisers in Chicago, where he provided investment, tax, and estate planning advice to ultra-high net worth families. Prior to joining Altair, Dan worked as an Analyst for RegentAtlantic in Northern New Jersey.
“We are really excited to have his depth of expertise and planning experience in the high net worth market we work in,” says President Sean Sebold. “Sebold Capital focuses on a wide range of wealth management strategies. The addition of Dan to the team will add that much more strength to our process.”
Dan is a California native, growing up in the San Francisco Bay Area and earning his Bachelor’s degree in Financial Services from San Diego State University. After completing SDSU’s Personal Financial Planning Program, he became a CERTIFIED FINANCIAL PLANNER™ professional and began a career in Wealth Management. “I appreciate Sebold’s holistic approach to client service,” remarks Dan. “I am really looking forward to joining the team and building relationships with the firm’s staff and client base.”
Sebold Capital Management, founded by Sean Sebold in 1998, is an independent fee-only wealth management firm that helps successful small and mid-size business owners transform their finances to make work optional.