About
Dan
Dan is a trusted resource at Focus who has more than 35 years of experience helping individuals navigate financial decisions before and during retirement. As a wealth advisor, retirement planning specialist, and investment professional, Dan helps clients address some of retirement's most important financial questions, including when to retire and how to maximize Social Security benefits, understand Medicare options, and create sustainable retirement income.
Leveraging decades of experience in wealth management and retirement planning, Dan has authored or co-authored three books on investing and retirement, including 1998’s The Prudent Investor’s Guide to Beating Wall Street at Its Own Game, The Investment Answer in 2011, and The Retirement Answer in 2026.
Before beginning his investment career in 1991, Dan competed on the ATP Tour, where he reached the Wimbledon quarterfinals and won four professional titles. A standout collegiate athlete, he was the 1986 NCAA men's singles champion for Stanford University.
His achievements have earned him induction into the Intercollegiate Tennis Hall of Fame, the Northern California Tennis Hall of Fame, and the Stanford University Sports Hall of Fame.
Education and Professional Milestones
-Stanford University - bachelor’s degree in economics
-University of California, Berkeley’s Walter A. Haas School of Business – MBA
-Member of the CFA Institute and CFA Society of San Francisco
Dan is a trusted resource at Focus who has more than 35 years of experience helping individuals navigate financial decisions before and during retirement. As a wealth advisor, retirement planning specialist, and investment professional, Dan helps clients address some of retirement's most important financial questions, including when to retire and how to maximize Social Security benefits, understand Medicare options, and create sustainable retirement income.
Leveraging decades of experience in wealth management and retirement planning, Dan has authored or co-authored three books on investing and retirement, including 1998’s The Prudent Investor’s Guide to Beating Wall Street at Its Own Game, The Investment Answer in 2011, and The Retirement Answer in 2026.
Before beginning his investment career in 1991, Dan competed on the ATP Tour, where he reached the Wimbledon quarterfinals and won four professional titles. A standout collegiate athlete, he was the 1986 NCAA men's singles champion for Stanford University.
His achievements have earned him induction into the Intercollegiate Tennis Hall of Fame, the Northern California Tennis Hall of Fame, and the Stanford University Sports Hall of Fame.
Education and Professional Milestones
-Stanford University - bachelor’s degree in economics
-University of California, Berkeley’s Walter A. Haas School of Business – MBA
-Member of the CFA Institute and CFA Society of San Francisco