His planning process helps clients determine how much money they need to accumulate in order to be able to retire on their terms and then how to finance their lifestyle into the future. The focus of our firm is working with individuals, couples, and families who are serious about financial independence. We create customized financial plans tailored to their unique situation, their needs, and their long-term objectives.
Dan’s financial planning expertise also encompasses businesses. He often works in conjunction with clients’ accountants, attorneys, and other advisors to ensure continuity within their specific situation. Dan strives to apply the most current strategies to their unique situations in our constantly changing tax and regulatory environment. Dan graduated from Chico State University in 2004 with a Bachelor of Science in Engineering. In 2009 he earned his CERTIFIED FINANCIAL PLANNER™ certification. He also holds the Chartered Financial Consultant® designation and continues to pursue educational opportunities in the industry.
Dan Beltran has been advising clients for 17 years. He works with retirees, workforce professionals, small businesses and their owners. Dan encourages clients to first look at the big picture and develop a clear understanding of their current and future objectives before implementing decisions.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER™ 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 mark.