Dan Stevens specializes in simplifying complex problems for clients. He cultivates strong relationships by providing proactive high touch service.
Prior to joining Burnham Gibson, Dan began his career as an independent financial advisor in Boston, Massachusetts where he provided comprehensive financial planning for his clients and developed the necessary skills to create meaningful relationships with his clients so that he can better understand their needs.
Dan is a graduate of Harvard College, a former first team all-conference player on their menâ€™s water polo team, and has been a Newport Beach Ocean Lifeguard for seven years. Dan enjoys the beach, sports, and spending time with his family.
CA insurance License #0L92115