Biography

Dan Rosales specializes in assisting busy-successful professionals, business owners, and physicians in making clear, confident, and informed decisions.  The goal of his process is to maximize wealth, minimize tax implications, and reduce financial risks throughout all stages of life.  Since 2008 Dan has worked closely with his clients to implement supporting strategies. Through his genuine long-term relationship approach, Dan strives to help each one of his clients achieve their financial goals by living by design and not by default. 

 

Personal:

Originally from Southern California and moving to Anacortes in High School, Dan ultimately attended Pacific Lutheran University in Tacoma, WA.  While studying for his Business Administration and Economics degree, Dan was also an offensive lineman for the Lutes football team.  Dan started his career in the financial services industry in 2008 and splits his time between Bellevue and Tacoma.  He is an avid sports fan and enjoys golf.

 

Professional

Dan’s process is not a one-size-fits-all template, rather it's tailored for each client. Your values and aspirations are unique, so it only makes sense that your path to your financial goals should be too.  His process is comprehensive and personalized for your circumstances --providing customized solutions that match your life stage and financial ability.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202207-265987.

Check the background of this investment professional on FINRA's BrokerCheck