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

115sc
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 dstevens@burnhamgibson.com


Dan Stevens's activity stream

  • 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.

    Donate

  • rsvped for West Los Angeles Team Meeting 2020-08-07 08:18:22 -0700

    West Los Angeles Team Meeting

    OUR GUEST SPEAKER!

    T.K. Pillan
    Partner, Powerplant Ventures
    Executive Chairman, Veggie Grill

    Pillan is Co-Founder and Partner at Powerplant Ventures (PPV), an investment fund that supports world-changing, plant-centric companies that deliver better nutrition in more sustainable and ethical ways. PPV investments include Beyond Meat, Thrive Market, Ripple Foods, REBBL, Beanfields and Vive Organics.

    Prior to starting Powerplant, Pillan co-founded Veggie Grill, the largest 100% plant-based restaurant company in the United States.  Pillan currently serves as Veggie Grill’s Executive Chairman.  Prior to entering the food arena, Pillan co-founded Guidance Solutions, one of L.A.’s first e-commerce development firms and named one of the regions’ 15 fastest growing technology companies in 1999, 2000 and 2001.

    Pillan earned an engineering degree from MIT and an MBA from UCLA.  When not helping advance a plant-centric future, Pillan enjoys playing beach volleyball and trying to reclaim his glory days of playing collegiate baseball and basketball at MIT.

    We look forward to seeing you there!

    The AthletesTouch Team

     

     

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

    WHEN
    August 19, 2020 at 5:30pm
    WHERE
    Zoom Video Conference Call
    (Link Provided after RSVP)
    Los Angeles, CA
    United States
    Google map and directions
    19 rsvps rsvp

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