Dane works directly with high net worth individuals in the areas of tax and investment planning, portfolio construction, retirement planning, estate planning and wealth preservation. Prior to joining Redwitz Wealth Management Group, Dane served as a Senior Financial Advisor with Union Bank's Investment Services division where he specialized in creating and managing conservative investment portfolios for clients. Dane believes in guiding clients through the financial planning process to best determine how and where investments should be allocated, all the while keeping taxes at the forefront of all investment decisions.
He received his Bachelor's Degree from San Diego State University prior to completing the Financial Planning Certificate program and becoming a Certified Financial Planner™ professional. He has passed the FINRA Series 7 and Series 66 securities exams and holds the CA life insurance license #0H12686.
Series 7 license held through LPL Financial. Series 66 license held through LPL Financial and WCG Wealth Advisors.
Tax services are not offered by LPL Financial, WCG Wealth Advisors, Redwitz Wealth Management Group or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.