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

  • donated 2021-08-03 14:40:04 -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