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 Wealth Advisor - Portfolio Manager

Dan is one of the senior members of the Select Portfolio Management team.  As one of the more experienced Wealth Advisors, with over 25 years experience, his clients look to him for his in-depth knowledge of the wealth management process.   As a Certified Financial Planner, Dan has used his expertise to help clients with their overall planning and helping them meet their financial goals and objectives within the realm of asset management, investing, tax planning, estate planning, insurance and retirement planning.    Dan prides himself with communication and servicing of his clients as well as answering technical questions on the markets, the economy and the management of their portfolios.  

Within a typical day, Dan is often the one that clients go to for technical questions on their financial planning needs, including specific investment products and money management programs.  With the ever-changing world of finance, Dan keeps current with today's economic, tax and estate planning by attending workshops and seminars, as well as pursuing independent studies. 

Dan is also a well known radio voice after 15 years of co-hosting the financial talk radio show "Market Talk" that aired in Southern California.

Professional Experience

Daniel Amaradio, CFP®, is a Portfolio Manager and Investment Advisor for Select Portfolio Management, Inc. (SPM).  He is also a Registered Representative (Series 7, 6, 63) of Securities Equity Group, member FINRA & SIPC.

Dan began his financial services career in 1984.  He completed his designation as a Certified Financial Planner™ in August of 1992.  Dan has been in the financial services industry for over 25 years and has been involved in analyzing and monitoring market conditions to determine model chages for actively managed accounts.  With over 15 years experience as a Portfolio Manager, Dan's contribution to the asset management team at Select Portfolio Management is invaluable.  He provides technical research and recommendations as part of the management team.  As a Certified Financial Planner  for the firm, he also conducts introductory and investment advisory meetings with prospective and existing clients and designs plans for clients specific needs. 

Securities offered through Securities Equity Group | Registered Broker-Dealer
Member FINRASIPC

CA Insurance License # 0732838


Education & Certification
  • CERTIFIED FINANCIAL PLANNER™ Certification #43824
    College for Financial Planning, Denver, Colorado, (1992)
     
  • Member, International Board of Standards and Practices
    for Certified Financial Planners
      

Contact Dan at