Daniel Dubois

Managing Partner @Retirementdna

San Diego County, CA, US
MOBILE NUMBERS
+16•••••••35

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WORK HISTORY

Jan 2008 — Present

Managing Partner @Retirementdna

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RetirementDNA delivers Retirement & Executive Benefit Plans, and Personal Financial Counseling to companies and their employees - from start-ups to large public companies. We serve clients in all industries, and for over 12 years we have been the Biocom Purchasing Group\'s Premier Supplier for retirement and executive benefit plans, as well as comprehensive employee financial wellness programs.

EDUCATION

2000 — 2002

San Diego State University

Financial & Estate Planning, Taxation, Retirement Plans

1981 — 1985

University of Connecticut

BA, Economics

SKILLS

Investment AdvisoryAsset AllocationRetirementIrasWealth ManagementRetirement PlanningInvestments401kExecutive PaySeries 7Estate PlanningMutual Funds

ABOUT DANIEL DUBOIS

Daniel Dubois has been in the financial services industry for over 25 years. Dan started…

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