Dan Gutierrez
Senior Investment Advisor Representative
Dan has always believed that we work to live, we do not live to work. He focuses on the firm’s philosophy and managing the custom model portfolios. He enjoys doing anything (almost) that involves family and friends and the outdoors. Dan is admittedly “a jack-of-all trades and a master of absolutely nothing,” with the exception of his job.
Out of the Office
Dan and his family enjoy camping, boating, fishing and all forms of outdoor sports and a favorite activity is just hanging out together.
Education & Certifications
San Jose State University
California State University at Sacramento - BA in Mathematics
Member of the American Academy of Actuaries