Dan Pease, CFP^®, CWS^®

Designations and licenses

Dan is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Wealth Strategist®. He holds a life insurance license in the State of California.

Experience and education

Dan provides personalized wealth management solutions for affluent families, corporate executives and business owners. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals.

Prior to joining Mariner, Dan was a wealth advisor at CAVU Wealth Advisors, where he provided comprehensive life planning to families across the U.S. and managed daily portfolio trading. Prior to that, he was the senior branch manager at HSBC Bank USA. While there, he led a team of professionals focused on international and domestic banking, wealth management and lending.

Dan has a bachelor’s degree in economics and business administration from Saint Mary’s College of California.

Personal interests

Away from the office, Dan enjoys golfing, coaching and spending time with his wife and two young children. He is the president of the West Coast Greco Regional Training Center, an organization he helped create to provide more opportunities for athletes pursuing their wrestling dreams.

Dan’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.