Financial Advisor in Eatontown, New Jersey
Personal Bio
Dan specializes in delivering wealth management solutions to a growing affluent population.His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets.
Today Dan delivers his service through a customizable six step consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisors, including their legal team and tax team.
Firm Name
DC Strategies, Integrated Wealth Management
Firm Bio
DC Strategies strives to educate clients in the options that are available to them while creating and implementing strategies that clients understand.
Our customizable approach to executing a disciplined process to support clients with the confidence that is needed to promote a successful long term outcome is the value added to working with an adviser that understands individualized personal advice.
Advisor Type
RIA - Daniel Chen
Firm License #
10299
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
1183323
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
Securities and Advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC., a broker/dealer and Registered Investment Adviser.
Cetera is under separate ownership from any other entity.
No investment strategy can eliminate the risk of fluctuating prices and uncertain returns.
