Offers online services
About
In addition to providing investment and financial planning services to our clients, we also offer investment and retirement planning courses to the general public.
To learn more, please visit us at:
https://www.simi-investments.com/
My book, "Taking the Wild Wild West Out of Investing" can be purchased on Amazon.
https://www.amazon.com/Taking-Wild-West-Out-Investing/dp/1545611300
Helping people
Specialties
Comfort with finances
Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Mid-level, Senior-level / management, Approaching retirement, Already retired
Annual income
$80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Investment review, College planning, Mutual funds
Photos and videos
Reviews
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JL
jake L.
Ive been a customer for quite some time. Dan is a very experienced investor. Overall, he gives sound financial and investment advice.
April 05, 2023
Frequently asked questions
What is your typical process for working with a new customer?
I always suggest scheduling a no-obligation consultation by phone/video or in person at the office to understand a new client's financial/investment situation and requirements.
What education and/or training do you have that relates to your work?
I've been a long-term investor for 30 plus years. As a Director, I've spent decades managing several organizations as well as my own businesses.
My educational background and business management experience helps give me insight into the inner workings of securities offered by organizations in the public and private sectors.
My book, " Taking the Wild Wild West Out Of Investing" is based on my many years of investing research and experience.
I'm also an avid reader of securities investment. I really enjoy the works of Benjamin Graham (Buffet's mentor), Jack Bogle (Founder of Vanguard), Phillip Fisher (famous growth investor) and William Bernstein. These are among some of my favorite author's.
I have a Bachelor's and Master's degrees in Engineering and Management
Do you have a standard pricing system for your services? If so, please share the details here.
Yes. Investment services are 0.6% for assets under management or $200/hr for consulting fees.
How did you get started in this business?
I was very fortunate a decade ago when my company was acquired as I owned many stock options. For years, I had been considering starting my own ventures and the financial benefits from the sale allowed me to follow my dreams.
What types of customers have you worked with?
Our clients generally are retired or nearing retirement. Retirement can be a wonderful and fulfilling period in our lives, but it requires solid financial and investment planning to avoid many of the common pitfalls.
Describe a recent event you are fond of.
Child completing their college education.
What advice would you give a customer looking to hire a pro in your area of expertise?
Depending on your circumstances, take the time to try to understand your and/or your family's current financial situation and what goals you are hoping to achieve. Definitely write down questions and concerns you may have.
What questions should customers think through before talking to pros about their needs?
1) Have you reviewed your current financial situation?
2) Are you retired or planning to retire in the next year or two?
3) What are your financial goals?
4) What level of investment experience do you have?
5) What are your biggest financial worries or concerns?
Services offered
Financial Services And Planning