Dan is an Executive Director at One Capital where he manages client accounts, providing a personal and customized approach intended to help clients reach their long-term goals. Previously, he spent nearly 20 years working with clients at FundX Investment Group in San Francisco. Dan began his career in the financial services industry in 1981 and has worked at the Pacific Securities Depository Trust-Pacific Stock Exchange, Husic Capital Management, and Milestone Financial Services.

Dan received his Bachelor of Arts in Psychology from California State University, Fresno.