Daniel S. Jewell
President and CEO
During his nearly 30 years of experience in the Financial Services industry, Daniel S. Jewell's passion has been to help Orange County residents invest to make their savings and retirement assets last a lifetime, protect their legacy, and maximize their Social Security and Medicare benefits.
His motivation to enter the Financial Services profession came from watching his parents lose almost all of their retirement savings in the 1987 stock market crash because they followed bad advice from a stockbroker. That watershed event along with the 50% stock market collapses in both 2000 and 2008, have shaped his beliefs that there must be a better way to invest with lower risk to provide for an abundant retirement.
The Chartered Retirement Planning Counselor designation was conferred to Mr. Jewell by the College for Financial Planning, the nation's oldest and most widely respected institution for financial planning.
For the past 20 years, Dan has conducted regular classes on Social Security and Medicare benefits, and other important Retirement related topics.
As a Fiduciary Advisor, Mr. Jewell shares his knowledge and experience with retirees to help them avoid costly financial mistakes that they may be unknowingly making right now.