Dan Stevens

Dan Stevens, CRPC®

My goal is to provide value to my clients and their families by cultivating relationships, solving problems, and providing excellent service.

I help my clients with asset growth, protection, distribution, and transfer based on their retirement and estate planning needs. I also have expertise with nonqualified stock benefits, such as stock options or restricted stock units. 

Financial Advisor

Sport: Water Polo
College/Pro Team: Harvard
Chapter: Orange County I
Profession: Investment Adviser
Specialty: Fin. Advisor/Wealth Mgt.
Preferred Contact: (949) 241-6164 or [email protected]

Dan Stevens's activity stream

  • rsvped for Westlake Team Meeting 2021-07-01 12:35:55 -0700

    Westlake Team Meeting

    Member Spotlight!

    Known as one of the most positive and energetic players in NFL history, Roland Williams has dedicated his life after football to helping individuals across the globe live healthier lives. Roland is an entrepreneur and philanthropist hand picked by companies including, Merrill Lynch, Coca Cola, UPS, Viacom and many more to share his football-inspired secrets to transformative improvements in productivity, communication, conflict resolution, leadership and consistency.

    As President & Co-Founder of J2 Medical Supply, Roland is leveraging more than 30+ years of manufacturing, distribution and logistics experience in the USA & China to help healthcare, government and business clients get the critical medical supplies they need to protect and serve. J2 Medical Supply is based out of Valencia, CA and currently has more than 10,000+ products in stock including high quality Nitrile Examination Chemo gloves, PPE and more.

    Join us as AthletesTouch Member, Roland Williams, takes center stage at his very own chapter meeting!


    We look forward to seeing you there!


    The AthletesTouch Team


    Athletes Teaming Up In Business
    Proudly Sponsored By


    July 29, 2021 at 7:30am
    Zoom Video Conference Call
    (Link Provided after RSVP)
    Westlake Village, CA
    United States
    Google map and directions
    8 rsvps rsvp

  • donated via 2020-08-07 08:27:41 -0700

    Event Checkout

    We are an exclusive community of former college and professional athletes excelling in the world of business. We are competitors, teammates, friends, and trusted advisors. We expect nothing but success at the highest level as business professionals.

    From the backboards to the boardrooms or the courts to the court of law, we maintain the passion, discipline, and fortitude to thrive in the sport of business. The uniforms may be different, but the athlete is always the same.


  • signed up on Join 2020-01-17 12:26:48 -0800