Dan Kean

Manager, Advisory Leadership Team @Focus Partners

Irvine, CA, US
MOBILE NUMBERS
+12•••••••79

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WORK HISTORY

Jun 2024 — Present

Manager, Advisory Leadership Team @Focus Partners

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Irvine, CA, US

Buckingham Strategic Wealth merged with The Colony Group in June of 2024, which later rebranded to Focus Partners Wealth in January 2025.Focus Partners Wealth Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

EDUCATION

2005 — 2010

UC Irvine

Bachelor’s Degree, Economics, Specialization in International Issues, Minor in Management

SKILLS

AnalysisLeadershipSocial MediaSocial NetworkingSocial Media MarketingPublic SpeakingEvent ManagementManagementPowerpointMicrosoft ExcelResearchEvent PlanningStrategic Financial PlanningMarketingMicrosoft WordInvestmentsCustomer ServiceTrainingStrategyFinanceMicrosoft Office

ABOUT DAN KEAN

Manager, Advisory Leadership Team at Focus Partners Wealth

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