Daniel E. Dodgen

Credentials:
  • CFP®
  • ChFC®
  • CLU®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Business Philosophy:

As a Financial Advisor with MassMutual Greater Pacific, Dan’s practice is based off of a client-centric approach. Dan is an advocate for financial security of individuals and families and believes that anyone can achieve their financial dreams by clearly defining their personal investment goals, risk tolerance, and time horizon. The core components surrounding his business philosophy include honesty, trust and dedication. Dan’s top priority is reaching a client-advisor relationship that consists of openness, trust, and mutual understanding at all times. He is dedicated to diversifying clients’ investment portfolio, building their wealth, and keeping them focused on long term goals.

Areas of Focus:

Education Funding Strategies

Mortgage Protection (through life insurance and disability income insurance)

IRA Consolidation/Rollovers

Pension Payout Alternatives

Estate Conservation Strategies

Pension Transfer/Rollovers

Mutual Funds

Tax Sheltered Annuities, 403(b) Plans

Fixed & Variable Annuities

Charitable Giving Strategies

Disability Income Insurance

Long-Term Care Insurance

Medicare Supplement Coverage

Term Insurance

Universal Life Insurance

Variable Universal Life Insurance

Whole Life Insurance

Background:

Dan is dedicated to the highest level of personal client service as well as life experienced advice. Dan received his Bachelor’s degree from the University of San Diego. Dan later went on to acquire his FINRA series 7, 9, 10, 24, 63, and 65 licenses, his CA Life Insurance license and his CPF®, ChFC®, and CLU® designations. Dan has close to 30 years of experience in the financial industry. Dan lives in Irvine, CA with his wife Pam and his son Kane. During his free time, he enjoys the outdoors. Dan likes to run, swim, bike and take long walks or bike rides with his family.

 

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Dan Dodgen is a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC. Members SIPC. 10960 Wilshire Blvd, Suite 2100, Los Angeles, CA 90024. (310) 689-3300.

See Daniel’s Licenses and Disclosures

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MassMutual Greater Pacific - Costa Mesa

Satellite Office

650 Town Center Dr. Suite 1650
Costa Mesa, CA 92626

CRN201911-222161