Dan Amaradio, CFP® is a Partner at SEIA, bringing over 40 years of experience in the financial services industry. He helps clients work towards their financial goals through comprehensive wealth management, including asset management, investing, tax planning, estate planning, insurance, and retirement planning. Known for his thorough communication and client service, Dan provides clients with guidance on technical questions related to the markets, economy, and portfolio strategies.
Earlier in his career, Dan co-hosted the financial talk radio show Market Talk, which aired in Southern California for 15 years. Throughout his career, he has contributed to investment research and recommendations as part of investment committees, as well as provided guidance to clients on asset management, retirement, tax, and estate planning strategies.
Dan earned his CERTIFIED FINANCIAL PLANNER® certification through the College for Financial Planning in Denver, Colorado, in 1992, and holds FINRA Series 7, 6, and 63 licenses, as well as a California Insurance License (#0733189).