See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Dan Martin is a seasoned financial professional with extensive experience in wealth management and investments. With over 53 years of experience, Dan has held prominent roles at Cetera Advisor Networks LLC and Martin Haugh Financial, where he has developed a strong expertise in fee-based planning, financial advisory, and estate planning. Dan holds a Bachelor of Science degree from the University of Puget Sound, where he studied biology and chemistry. He is proficient in multiple languages and has honed his skills in investments, annuities, and life insurance planning.

Credentials

  • ChFC
    -
  • CLU
    -

Experience

Education

  • 1963 - 1968
    University of Puget Sound

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles