Wealth Advisor - Portfolio Manager
Dan
is one of the senior members of the Select Portfolio Management,
Inc. team. As one of the more experienced Advisors, with over 40
years of 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 to meet their financial goals and
objectives within the realm of asset management, investing, tax
planning, estate planning, insurance, and retirement planning.
He prides himself with thorough communication and service to 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 an Advisor and Portfolio Manager for
Select Portfolio Management, Inc. Dan is also a Registered
Representative (Series 7, 6, and 63) of Securities Equity Group,
Registered Broker-Dealer, member FINRA and SIPC.
Dan began his financial services career in 1984. He completed
his designation as a CERTIFIED FINANCIAL PLANNER™ in August of
1992. He has been in the financial services industry for over 40
years and has been involved in analyzing and monitoring market
conditions to determine model changes for actively managed
accounts. With his years of experience as a Portfolio Manager,
Dan's contribution to the asset management team at Select
Portfolio Management, Inc. is invaluable. He provides technical
research and recommendations as part of the firm’s investment
committee. 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.
The CERTIFIED FINANCIAL PLANNER™ and CFP® professional
certification marks are granted by Certified Financial Planner
Board of Standards, Inc. recognized for its (1) high standard of
professional education; (2) stringent code of conduct and
standards of practice; and (3) ethical requirements that govern
professional engagements with clients.
Securities offered through Securities Equity Group
| Registered Broker-Dealer
Member
FINRA & SIPC
Education & Certification
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CERTIFIED FINANCIAL PLANNER™ (CFP®) #43824
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Member - International Board of
Standards and Practices for Certified Financial Planners
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Certification College for Financial
Planning, Denver, Colorado, 1992
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CA Insurance License #0733189
Contact Dan at
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120 Vantis Drive. – Suite 440, Aliso Viejo, CA, 92656
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Tel: (800) 445-9822 / (949) 975-7900
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Fax: (949) 900-8181
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Email:
dan@selectportfolio.com