Daniel has nearly 38 years of continuous experience in the financial services industry, helping clients make informed decisions with clarity and confidence. His practice has evolved from a foundation in life insurance into a comprehensive financial planning approach that integrates investment strategy with risk management, including life, disability, health, and long-term care planning.
A graduate of University of California, Los Angeles with a degree in English, Daniel emphasizes clear, written communication to avoid misunderstandings—an approach especially valued by many of his clients, including attorneys and other professionals. He previously founded and operated his own RIA, DEG Advisory Services, for 14 years and maintains a health insurance practice through Covered California.
Daniel’s personal standard — “DEG: Dependability, Experience, guaranteed”—reflects a career built on consistency and trust. He achieved the distinction of Qualifying Life Member of the Million Dollar Round Table early in his career and has maintained that level of performance throughout.
Outside of work, Daniel enjoys spending time with his wife, their six grown children, and many grandchildren. He is an avid reader and enjoys writing poetry.
Areas of Focus
- Retirement Planning
- Doctors
- Women
Education & Credentials
- Degree in English - University of California, Los Angeles
- Series 65
Personal Interests
- Family
- Pets
- Photography
- Scrapbooking
- Writing