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 clients with comprehensive wealth management services to help them achieve their goals. He also provides integrated planning and strategies to help clients grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, he was a wealth advisor at CAVU Wealth Advisors, where he gave 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, where he led a team of professionals focused on international & domestic banking, wealth management and lending.
Dan has a bachelor’s degree in economics and business administration from Saint Mary’s College of California. He is a member of the National Association of Personal Financial Advisors (NAPFA).
Dan enjoys volunteering, spending time with family and friends, golfing, wrestling and traveling. He is a board member of the De La Salle Alumni Association, president of the West Coast Greco Regional Training Center and treasurer of the The First Tee Contra Costa.